DecisionPoint 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 | $1.26M | Buy |
2,226
+90
| +4% | +$51.1K | 0.32% | 21 |
|
|
2025
Q1 | $1.1M | Sell |
2,136
-7
| -0.3% | -$3.6K | 0.32% | 20 |
|
|
2024
Q4 | $1.15M | Buy |
2,143
+14
| +0.7% | +$7.54K | 0.35% | 19 |
|
|
2024
Q3 | $1.12M | Hold |
2,129
| – | – | 0.36% | 19 |
|
|
2024
Q2 | $1.08M | Buy |
2,129
+7
| +0.3% | +$3.54K | 0.36% | 19 |
|
|
2024
Q1 | $991K | Sell |
2,122
-159
| -7% | -$74.3K | 0.39% | 19 |
|
|
2023
Q4 | $996K | Buy |
2,281
+2,268
| +17,446% | +$991K | 0.43% | 18 |
|
|
2023
Q3 | $5.11K | Buy |
13
+2
| +18% | +$786 | ﹤0.01% | 157 |
|
|
2023
Q2 | $4.48K | Hold |
11
| – | – | ﹤0.01% | 144 |
|
|
2023
Q1 | $4.14K | Hold |
11
| – | – | ﹤0.01% | 144 |
|
|
2022
Q4 | $3.87K | Buy |
+11
| New | +$3.87K | ﹤0.01% | 122 |
|