Concord Wealth 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 | $1.62M | Buy |
2,847
+1,830
| +180% | +$1.04M | 0.24% | 97 |
|
|
2025
Q1 | $523K | Buy |
1,017
+96
| +10% | +$49.4K | 0.09% | 145 |
|
|
2024
Q4 | $496K | Buy |
921
+287
| +45% | +$155K | 0.08% | 145 |
|
|
2024
Q3 | $335K | Buy |
634
+112
| +21% | +$59.1K | 0.06% | 162 |
|
|
2024
Q2 | $261K | Hold |
522
| – | – | 0.05% | 174 |
|
|
2024
Q1 | $251K | Buy |
522
+20
| +4% | +$9.61K | 0.05% | 186 |
|
|
2023
Q4 | $219K | Buy |
502
+126
| +34% | +$55K | 0.04% | 187 |
|
|
2023
Q3 | $148K | Buy |
376
+225
| +149% | +$88.3K | 0.03% | 227 |
|
|
2023
Q2 | $61.3K | Buy |
151
+56
| +59% | +$22.7K | 0.01% | 335 |
|
|
2023
Q1 | $35.6K | Buy |
95
+1
| +1% | +$374 | 0.01% | 397 |
|
|
2022
Q4 | $33.2K | Buy |
+94
| New | +$33.2K | 0.01% | 450 |
|
|
2022
Q3 | – | Sell |
-82
| Closed | -$28K | – | 1127 |
|
|
2022
Q2 | $28K | Buy |
82
+37
| +82% | +$12.6K | 0.01% | 472 |
|
|
2022
Q1 | $19K | Buy |
45
+10
| +29% | +$4.22K | ﹤0.01% | 643 |
|
|
2021
Q4 | $15K | Buy |
35
+29
| +483% | +$12.4K | ﹤0.01% | 702 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 785 |
|
|
2021
Q2 | $2K | Sell |
6
-12
| -67% | -$4K | ﹤0.01% | 923 |
|
|
2021
Q1 | $7K | Buy |
+18
| New | +$7K | ﹤0.01% | 635 |
|