Bright Financial 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 | $400K | Hold |
704
| – | – | 0.22% | 39 |
|
|
2025
Q1 | $362K | Sell |
704
-62
| -8% | -$31.9K | 0.22% | 39 |
|
|
2024
Q4 | $413K | Buy |
766
+107
| +16% | +$57.7K | 0.26% | 38 |
|
|
2024
Q3 | $348K | Sell |
659
-27
| -4% | -$14.2K | 0.22% | 37 |
|
|
2024
Q2 | $343K | Hold |
686
| – | – | 0.24% | 35 |
|
|
2024
Q1 | $319K | Buy |
+686
| New | +$319K | 0.24% | 35 |
|