Centerpoint Advisors’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 | $269K | Sell |
473
-8
| -2% | -$4.55K | 0.09% | 74 |
|
|
2025
Q1 | $247K | Hold |
481
| – | – | 0.09% | 77 |
|
|
2024
Q4 | $259K | Buy |
481
+455
| +1,750% | +$245K | 0.09% | 81 |
|
|
2024
Q3 | $14K | Buy |
26
+8
| +44% | +$4.31K | ﹤0.01% | 329 |
|
|
2024
Q2 | $9K | Buy |
+18
| New | +$9K | ﹤0.01% | 357 |
|
|
2022
Q3 | – | Sell |
-5,776
| Closed | -$2M | – | 421 |
|
|
2022
Q2 | $2M | Buy |
+5,776
| New | +$2M | 1.02% | 20 |
|