Ascent Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
3,448
-846
| -20% | -$481K | 0.24% | 84 |
|
|
2025
Q1 | $2.21M | Buy |
4,294
+136
| +3% | +$69.9K | 0.3% | 73 |
|
|
2024
Q4 | $2.24M | Sell |
4,158
-171
| -4% | -$92.1K | 0.3% | 64 |
|
|
2024
Q3 | $2.28M | Sell |
4,329
-501
| -10% | -$264K | 0.32% | 64 |
|
|
2024
Q2 | $2.42M | Buy |
4,830
+1,042
| +28% | +$521K | 0.35% | 59 |
|
|
2024
Q1 | $1.82M | Buy |
+3,788
| New | +$1.82M | 0.27% | 72 |
|