Carson Advisory’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 | $592K | Buy |
1,043
+96
| +10% | +$54.5K | 0.38% | 67 |
|
|
2025
Q1 | $487K | Buy |
947
+72
| +8% | +$37K | 0.33% | 74 |
|
|
2024
Q4 | $472K | Buy |
875
+87
| +11% | +$46.9K | 0.33% | 72 |
|
|
2024
Q3 | $416K | Buy |
788
+374
| +90% | +$197K | 0.26% | 95 |
|
|
2024
Q2 | $207K | Sell |
414
-54
| -12% | -$27K | 0.15% | 152 |
|
|
2024
Q1 | $225K | Sell |
468
-22
| -4% | -$10.6K | 0.16% | 153 |
|
|
2023
Q4 | $214K | Buy |
+490
| New | +$214K | 0.17% | 142 |
|