Carmel Capital 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 | $975K | Buy |
1,716
+1,298
| +311% | +$737K | 0.34% | 65 |
|
|
2025
Q1 | $215K | Buy |
+418
| New | +$215K | 0.08% | 140 |
|
|
2023
Q4 | – | Sell |
-235
| Closed | -$92.3K | – | 682 |
|
|
2023
Q3 | $92.3K | Hold |
235
| – | – | 0.04% | 203 |
|
|
2023
Q2 | $95.7K | Hold |
235
| – | – | 0.05% | 166 |
|
|
2023
Q1 | $88.4K | Buy |
+235
| New | +$88.4K | 0.05% | 202 |
|