Conservest 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 | $359K | Sell |
632
-100
| -14% | -$56.8K | 0.04% | 92 |
|
|
2025
Q1 | $376K | Hold |
732
| – | – | 0.04% | 78 |
|
|
2024
Q4 | $395K | Buy |
732
+35
| +5% | +$18.9K | 0.04% | 79 |
|
|
2024
Q3 | $335K | Hold |
697
| – | – | 0.03% | 81 |
|
|
2024
Q2 | $335K | Hold |
697
| – | – | 0.04% | 80 |
|
|
2024
Q1 | $335K | Buy |
697
+13
| +2% | +$6.25K | 0.03% | 81 |
|
|
2023
Q4 | $299K | Buy |
684
+1
| +0.1% | +$436 | 0.03% | 87 |
|
|
2023
Q3 | $268K | Hold |
683
| – | – | 0.03% | 82 |
|
|
2023
Q2 | $278K | Hold |
683
| – | – | 0.03% | 82 |
|
|
2023
Q1 | $257K | Hold |
683
| – | – | 0.03% | 81 |
|
|
2022
Q4 | $240K | Buy |
+683
| New | +$240K | 0.03% | 78 |
|
|
2022
Q3 | – | Sell |
-683
| Closed | -$237K | – | 75 |
|
|
2022
Q2 | $237K | Buy |
+683
| New | +$237K | 0.03% | 78 |
|