Blue Zone Wealth 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 | $304K | Sell |
536
-186
| -26% | -$106K | 0.08% | 88 |
|
|
2025
Q1 | $371K | Sell |
722
-77
| -10% | -$39.6K | 0.1% | 79 |
|
|
2024
Q4 | $431K | Sell |
799
-57
| -7% | -$30.7K | 0.12% | 73 |
|
|
2024
Q3 | $452K | Buy |
856
+371
| +76% | +$196K | 0.14% | 69 |
|
|
2024
Q2 | $242K | Buy |
485
+68
| +16% | +$34K | 0.08% | 77 |
|
|
2024
Q1 | $200K | Buy |
+417
| New | +$200K | 0.07% | 82 |
|