Copperwynd Financial’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 | $6.75M | Buy |
11,880
+10,421
| +714% | +$5.92M | 1.68% | 12 |
|
|
2025
Q1 | $750K | Sell |
1,459
-21,406
| -94% | -$11M | 0.21% | 97 |
|
|
2024
Q4 | $12.3M | Buy |
22,865
+1,547
| +7% | +$834K | 3.4% | 8 |
|
|
2024
Q3 | $11.2M | Buy |
21,318
+1,712
| +9% | +$903K | 3.39% | 8 |
|
|
2024
Q2 | $9.92M | Buy |
19,606
+298
| +2% | +$151K | 3.24% | 8 |
|
|
2024
Q1 | $9.28M | Buy |
19,308
+695
| +4% | +$334K | 3.34% | 8 |
|
|
2023
Q4 | $8.13M | Buy |
18,613
+1,127
| +6% | +$492K | 3.23% | 9 |
|
|
2023
Q3 | $6.87M | Sell |
17,486
-88
| -0.5% | -$34.6K | 3.22% | 9 |
|
|
2023
Q2 | $7.16M | Buy |
+17,574
| New | +$7.16M | 3.33% | 7 |
|
|
2023
Q1 | – | Sell |
-623
| Closed | -$219K | – | 152 |
|
|
2022
Q4 | $219K | Buy |
+623
| New | +$219K | 0.12% | 122 |
|
|
2021
Q1 | – | Sell |
-1,092
| Closed | -$375K | – | 126 |
|
|
2020
Q4 | $375K | Buy |
+1,092
| New | +$375K | 0.18% | 96 |
|