Cumberland 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 | $831K | Hold |
1,463
| – | – | 0.06% | 142 |
|
|
2025
Q1 | $752K | Hold |
1,463
| – | – | 0.06% | 140 |
|
|
2024
Q4 | $788K | Hold |
1,463
| – | – | 0.06% | 136 |
|
|
2024
Q3 | $772K | Hold |
1,463
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $732K | Hold |
1,463
| – | – | 0.05% | 144 |
|
|
2024
Q1 | $703K | Buy |
+1,463
| New | +$703K | 0.05% | 147 |
|