CF
Clarity Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
517
-28
| -5% | -$15.9K | 0.03% | 91 |
|
|
2025
Q1 | $280K | Sell |
545
-576
| -51% | -$296K | 0.03% | 93 |
|
|
2024
Q4 | $604K | Sell |
1,121
-296
| -21% | -$160K | 0.07% | 63 |
|
|
2024
Q3 | $748K | Buy |
1,417
+224
| +19% | +$118K | 0.09% | 71 |
|
|
2024
Q2 | $597K | Sell |
1,193
-1,084
| -48% | -$542K | 0.09% | 60 |
|
|
2024
Q1 | $1.09M | Buy |
2,277
+1,193
| +110% | +$573K | 0.17% | 51 |
|
|
2023
Q4 | $473K | Sell |
1,084
-526
| -33% | -$230K | 0.08% | 64 |
|
|
2023
Q3 | $632K | Sell |
1,610
-69
| -4% | -$27.1K | 0.11% | 59 |
|
|
2023
Q2 | $684K | Sell |
1,679
-276
| -14% | -$112K | 0.1% | 60 |
|
|
2023
Q1 | $735K | Buy |
1,955
+1,202
| +160% | +$452K | 2.72% | 13 |
|
|
2022
Q4 | $265K | Buy |
+753
| New | +$265K | 0.05% | 88 |
|