B.O.S.S. Retirement Advisors’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 | $43.3M | Buy |
76,210
+354
| +0.5% | +$201K | 10.87% | 2 |
|
|
2025
Q1 | $39M | Buy |
75,856
+8,568
| +13% | +$4.4M | 11.3% | 1 |
|
|
2024
Q4 | $36.3M | Buy |
67,288
+51,963
| +339% | +$28M | 10.13% | 2 |
|
|
2024
Q3 | $8.09M | Buy |
15,325
+6,558
| +75% | +$3.46M | 1.63% | 11 |
|
|
2024
Q2 | $4.38M | Buy |
8,767
+7,291
| +494% | +$3.65M | 1.12% | 21 |
|
|
2024
Q1 | $645K | Sell |
1,476
-34,438
| -96% | -$15M | 0.25% | 101 |
|
|
2023
Q4 | $15.7M | Buy |
35,914
+5,348
| +17% | +$2.34M | 3.04% | 5 |
|
|
2023
Q3 | $12M | Sell |
30,566
-107
| -0.3% | -$42K | 2.58% | 6 |
|
|
2023
Q2 | $12.5M | Buy |
30,673
+493
| +2% | +$201K | 2.66% | 5 |
|
|
2023
Q1 | $11.4M | Sell |
30,180
-1,667
| -5% | -$627K | 2.67% | 5 |
|
|
2022
Q4 | $11.2M | Buy |
+31,847
| New | +$11.2M | 2.86% | 3 |
|