Cascade Financial 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 | $1.56M | Sell |
2,750
-244
| -8% | -$139K | 0.19% | 87 |
|
|
2025
Q1 | $1.54M | Buy |
2,994
+75
| +3% | +$38.5K | 0.19% | 86 |
|
|
2024
Q4 | $1.57M | Buy |
2,919
+40
| +1% | +$21.6K | 0.21% | 76 |
|
|
2024
Q3 | $1.54M | Sell |
2,879
-29
| -1% | -$15.5K | 0.19% | 76 |
|
|
2024
Q2 | $1.45M | Sell |
2,908
-1,809
| -38% | -$905K | 0.19% | 77 |
|
|
2024
Q1 | $2.21M | Buy |
+4,717
| New | +$2.21M | 0.32% | 53 |
|