Capital Insight 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 | $240K | Sell |
422
-2
| -0.5% | -$1.14K | 0.04% | 151 |
|
|
2025
Q1 | $218K | Buy |
424
+6
| +1% | +$3.08K | 0.04% | 152 |
|
|
2024
Q4 | $225K | Hold |
418
| – | – | 0.04% | 153 |
|
|
2024
Q3 | $221K | Sell |
418
-6
| -1% | -$3.17K | 0.04% | 152 |
|
|
2024
Q2 | $212K | Sell |
424
-69
| -14% | -$34.5K | 0.04% | 152 |
|
|
2024
Q1 | $237K | Hold |
493
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $215K | Buy |
+493
| New | +$215K | 0.04% | 159 |
|
|
2023
Q3 | – | Sell |
-493
| Closed | -$201K | – | 170 |
|
|
2023
Q2 | $201K | Buy |
+493
| New | +$201K | 0.04% | 171 |
|
|
2022
Q2 | – | Sell |
-493
| Closed | -$205K | – | 167 |
|
|
2022
Q1 | $205K | Sell |
493
-78
| -14% | -$32.4K | 0.04% | 163 |
|
|
2021
Q4 | $249K | Hold |
571
| – | – | 0.05% | 139 |
|
|
2021
Q3 | $225K | Hold |
571
| – | – | 0.05% | 144 |
|
|
2021
Q2 | $225K | Sell |
571
-15
| -3% | -$5.91K | 0.05% | 146 |
|
|
2021
Q1 | $213K | Hold |
586
| – | – | 0.05% | 143 |
|
|
2020
Q4 | $201K | Buy |
+586
| New | +$201K | 0.05% | 143 |
|