EP
Edgestream Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77M | Buy |
15,447
+7,436
| +93% | +$4.22M | 0.24% | 108 |
|
|
2025
Q1 | $4.12M | Buy |
8,011
+770
| +11% | +$396K | 0.14% | 288 |
|
|
2024
Q4 | $3.9M | Sell |
7,241
-5,154
| -42% | -$2.78M | 0.17% | 229 |
|
|
2024
Q3 | $6.54M | Sell |
12,395
-6,733
| -35% | -$3.55M | 0.29% | 77 |
|
|
2024
Q2 | $9.57M | Sell |
19,128
-836
| -4% | -$418K | 0.46% | 18 |
|
|
2024
Q1 | $9.6M | Buy |
19,964
+4,469
| +29% | +$2.15M | 0.48% | 9 |
|
|
2023
Q4 | $6.77M | Buy |
15,495
+5,526
| +55% | +$2.41M | 0.49% | 9 |
|
|
2023
Q3 | $3.91M | Buy |
9,969
+1,844
| +23% | +$724K | 0.31% | 43 |
|
|
2023
Q2 | $3.31M | Buy |
+8,125
| New | +$3.31M | 0.3% | 61 |
|