Ballast Inc’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 | $606K | Buy |
1,066
+632
| +146% | +$359K | 0.25% | 83 |
|
2025
Q1 | $223K | Hold |
434
| – | – | 0.06% | 122 |
|
2024
Q4 | $234K | Hold |
434
| – | – | 0.07% | 116 |
|
2024
Q3 | $229K | Buy |
434
+8
| +2% | +$4.22K | 0.07% | 122 |
|
2024
Q2 | $213K | Hold |
426
| – | – | 0.07% | 117 |
|
2024
Q1 | $205K | Buy |
+426
| New | +$205K | 0.06% | 119 |
|