Columbia Advisory Partners’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 | – | Sell |
-608
| Closed | -$312K | – | 83 |
|
|
2025
Q1 | $312K | Sell |
608
-230
| -27% | -$118K | 0.27% | 52 |
|
|
2024
Q4 | $452K | Buy |
838
+329
| +65% | +$177K | 0.42% | 36 |
|
|
2024
Q3 | $269K | Buy |
+509
| New | +$269K | 0.25% | 46 |
|
|
2024
Q1 | – | Sell |
-2,102
| Closed | -$918K | – | 67 |
|
|
2023
Q4 | $918K | Sell |
2,102
-302
| -13% | -$132K | 0.94% | 17 |
|
|
2023
Q3 | $944K | Sell |
2,404
-150
| -6% | -$58.9K | 1.03% | 14 |
|
|
2023
Q2 | $1.04M | Sell |
2,554
-486
| -16% | -$198K | 1.11% | 11 |
|
|
2023
Q1 | $1.14M | Buy |
3,040
+1,173
| +63% | +$441K | 1.08% | 18 |
|
|
2022
Q4 | $656K | Buy |
1,867
+638
| +52% | +$224K | 0.62% | 17 |
|
|
2022
Q3 | $403K | Sell |
1,229
-11
| -0.9% | -$3.61K | 0.49% | 23 |
|
|
2022
Q2 | $430K | Sell |
1,240
-41
| -3% | -$14.2K | 0.49% | 23 |
|
|
2022
Q1 | $532K | Sell |
1,281
-72
| -5% | -$29.9K | 0.53% | 19 |
|
|
2021
Q4 | $591K | Buy |
+1,353
| New | +$591K | 0.59% | 17 |
|