Delta Financial Group’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
Q1 | $991K | Buy |
1,871
+204
| +12% | +$108K | 0.23% | 75 |
|
|
2024
Q4 | $898K | Buy |
+1,667
| New | +$898K | 0.21% | 77 |
|
|
2024
Q2 | – | Sell |
-1,235
| Closed | -$594K | – | 235 |
|
|
2024
Q1 | $594K | Buy |
1,235
+73
| +6% | +$35.1K | 0.17% | 103 |
|
|
2023
Q4 | $508K | Buy |
1,162
+207
| +22% | +$90.5K | 0.16% | 108 |
|
|
2023
Q3 | $375K | Buy |
+955
| New | +$375K | 0.13% | 124 |
|
|
2023
Q2 | – | Sell |
-619
| Closed | -$233K | – | 191 |
|
|
2023
Q1 | $233K | Sell |
619
-16
| -3% | -$6.02K | 0.09% | 152 |
|
|
2022
Q4 | $223K | Buy |
+635
| New | +$223K | 0.1% | 150 |
|