Broadview Financial Management’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 | $774K | Sell |
1,362
-30
| -2% | -$17K | 0.53% | 29 |
|
|
2025
Q1 | $715K | Sell |
1,392
-173
| -11% | -$88.9K | 0.53% | 28 |
|
|
2024
Q4 | $843K | Buy |
1,565
+5
| +0.3% | +$2.69K | 0.6% | 29 |
|
|
2024
Q3 | $823K | Sell |
1,560
-141
| -8% | -$74.4K | 0.56% | 30 |
|
|
2024
Q2 | $851K | Buy |
1,701
+99
| +6% | +$49.5K | 0.62% | 28 |
|
|
2024
Q1 | $770K | Sell |
1,602
-99
| -6% | -$47.6K | 0.56% | 29 |
|
|
2023
Q4 | $743K | Buy |
1,701
+13
| +0.8% | +$5.68K | 0.57% | 29 |
|
|
2023
Q3 | $663K | Buy |
1,688
+6
| +0.4% | +$2.36K | 0.61% | 26 |
|
|
2023
Q2 | $685K | Sell |
1,682
-18
| -1% | -$7.33K | 0.58% | 27 |
|
|
2023
Q1 | $639K | Buy |
1,700
+7
| +0.4% | +$2.63K | 0.56% | 28 |
|
|
2022
Q4 | $595K | Buy |
+1,693
| New | +$595K | 0.53% | 30 |
|