Clarity Capital 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 | $5.77M | Buy |
10,164
+1,964
| +24% | +$1.12M | 3.37% | 11 |
|
2025
Q1 | $4.21M | Sell |
8,200
-3
| -0% | -$1.54K | 2.77% | 13 |
|
2024
Q4 | $4.42M | Buy |
8,203
+653
| +9% | +$352K | 2.96% | 13 |
|
2024
Q3 | $3.98M | Sell |
7,550
-705
| -9% | -$372K | 2.86% | 10 |
|
2024
Q2 | $4.13M | Buy |
8,255
+77
| +0.9% | +$38.5K | 3.19% | 10 |
|
2024
Q1 | $3.93M | Buy |
8,178
+1,146
| +16% | +$551K | 3.14% | 10 |
|
2023
Q4 | $3.07M | Buy |
+7,032
| New | +$3.07M | 2.67% | 11 |
|