Curran Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.31M | Sell |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $292K | Buy |
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