Aspect 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 | $186K | Sell |
328
-2,287
| -87% | -$1.3M | 0.09% | 80 |
|
|
2025
Q1 | $1.34M | Buy |
2,615
+1,575
| +151% | +$809K | 0.77% | 24 |
|
|
2024
Q4 | $560K | Buy |
1,040
+992
| +2,067% | +$534K | 0.32% | 35 |
|
|
2024
Q3 | $25.3K | Hold |
48
| – | – | 0.01% | 165 |
|
|
2024
Q2 | $24K | Hold |
48
| – | – | 0.01% | 168 |
|
|
2024
Q1 | $23.1K | Hold |
48
| – | – | 0.02% | 168 |
|
|
2023
Q4 | $21K | Buy |
+48
| New | +$21K | 0.01% | 166 |
|