Curran Financial 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 | $2.21M | Sell |
3,899
-69
| -2% | -$39.2K | 0.49% | 43 |
|
|
2025
Q1 | $2.04M | Buy |
3,968
+555
| +16% | +$285K | 0.5% | 37 |
|
|
2024
Q4 | $1.84M | Buy |
3,413
+146
| +4% | +$78.7K | 0.48% | 42 |
|
|
2024
Q3 | $1.72M | Buy |
3,267
+497
| +18% | +$262K | 0.49% | 40 |
|
|
2024
Q2 | $1.39M | Sell |
2,770
-264
| -9% | -$132K | 0.46% | 41 |
|
|
2024
Q1 | $1.46M | Sell |
3,034
-596
| -16% | -$287K | 0.51% | 39 |
|
|
2023
Q4 | $1.62M | Buy |
3,630
+650
| +22% | +$290K | 0.62% | 35 |
|
|
2023
Q3 | $1.17M | Buy |
2,980
+2
| +0.1% | +$785 | 0.51% | 37 |
|
|
2023
Q2 | $1.21M | Buy |
2,978
+2,046
| +220% | +$833K | 0.53% | 38 |
|
|
2023
Q1 | $350K | Sell |
932
-3
| -0.3% | -$1.13K | 0.17% | 52 |
|
|
2022
Q4 | $329K | Buy |
935
+47
| +5% | +$16.5K | 0.16% | 53 |
|
|
2022
Q3 | $292K | Buy |
+888
| New | +$292K | 0.15% | 50 |
|