Burkett Financial Services’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 | $92.6K | Sell |
163
-79
| -33% | -$44.9K | 0.03% | 72 |
|
|
2025
Q1 | $124K | Buy |
242
+9
| +4% | +$4.62K | 0.05% | 60 |
|
|
2024
Q4 | $126K | Buy |
233
+6
| +3% | +$3.23K | 0.05% | 59 |
|
|
2024
Q3 | $120K | Buy |
227
+7
| +3% | +$3.7K | 0.05% | 58 |
|
|
2024
Q2 | $110K | Sell |
220
-7
| -3% | -$3.5K | 0.06% | 55 |
|
|
2024
Q1 | $109K | Buy |
227
+6
| +3% | +$2.89K | 0.06% | 58 |
|
|
2023
Q4 | $96.4K | Buy |
+221
| New | +$96.4K | 0.05% | 59 |
|