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