Creekside 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 | $1.21M | Buy |
2,126
+272
| +15% | +$155K | 0.57% | 45 |
|
2025
Q1 | $953K | Buy |
1,854
+243
| +15% | +$125K | 0.5% | 47 |
|
2024
Q4 | $868K | Buy |
1,611
+119
| +8% | +$64.1K | 0.45% | 51 |
|
2024
Q3 | $787K | Sell |
1,492
-163
| -10% | -$86K | 0.41% | 54 |
|
2024
Q2 | $828K | Buy |
+1,655
| New | +$828K | 0.46% | 52 |
|