Broadleaf 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 | $1.09M | Sell |
1,924
-377
| -16% | -$214K | 0.24% | 49 |
|
|
2025
Q1 | $1.18M | Buy |
2,301
+407
| +21% | +$209K | 0.31% | 49 |
|
|
2024
Q4 | $1.02M | Buy |
1,894
+1,014
| +115% | +$546K | 0.24% | 46 |
|
|
2024
Q3 | $464K | Buy |
880
+3
| +0.3% | +$1.58K | 0.11% | 58 |
|
|
2024
Q2 | $439K | Buy |
877
+3
| +0.3% | +$1.5K | 0.11% | 53 |
|
|
2024
Q1 | $420K | Sell |
874
-273
| -24% | -$131K | 0.11% | 58 |
|
|
2023
Q4 | $501K | Sell |
1,147
-482
| -30% | -$211K | 0.15% | 56 |
|
|
2023
Q3 | $640K | Buy |
1,629
+322
| +25% | +$126K | 0.21% | 45 |
|
|
2023
Q2 | $532K | Buy |
1,307
+237
| +22% | +$96.5K | 0.17% | 51 |
|
|
2023
Q1 | $402K | Buy |
+1,070
| New | +$402K | 0.14% | 55 |
|