Centurion Wealth Management’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 | $5.27M | Sell |
9,272
-2,209
| -19% | -$1.25M | 1.51% | 14 |
|
2025
Q1 | $6.19M | Hold |
11,481
| – | – | 1.94% | 16 |
|
2024
Q4 | $6.19M | Buy |
11,481
+135
| +1% | +$72.7K | 1.93% | 16 |
|
2024
Q3 | $5.99M | Buy |
+11,346
| New | +$5.99M | 1.91% | 15 |
|
2024
Q1 | $5.98M | Buy |
12,441
+2,565
| +26% | +$1.23M | 2.36% | 10 |
|
2023
Q4 | $4.31M | Buy |
9,876
+3,126
| +46% | +$1.37M | 1.84% | 13 |
|
2023
Q3 | $2.65M | Buy |
6,750
+1,208
| +22% | +$474K | 1.3% | 19 |
|
2023
Q2 | $2.26M | Buy |
5,542
+288
| +5% | +$117K | 1.09% | 21 |
|
2023
Q1 | $1.98M | Buy |
5,254
+1,666
| +46% | +$627K | 1% | 26 |
|
2022
Q4 | $1.26M | Buy |
+3,588
| New | +$1.26M | 0.71% | 34 |
|