Eight 31 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 | $11.4M | Sell |
20,137
-505
| -2% | -$287K | 7.55% | 2 |
|
|
2025
Q1 | $10.6M | Sell |
20,642
-2,222
| -10% | -$1.14M | 6.79% | 3 |
|
|
2024
Q4 | $12.3M | Sell |
22,864
-14
| -0.1% | -$7.54K | 9.25% | 3 |
|
|
2024
Q3 | $12.1M | Sell |
22,878
-599
| -3% | -$316K | 9.29% | 2 |
|
|
2024
Q2 | $11.7M | Sell |
23,477
-26,707
| -53% | -$13.4M | 8.95% | 3 |
|
|
2024
Q1 | $24.1M | Sell |
50,184
-9,419
| -16% | -$4.53M | 14.97% | 2 |
|
|
2023
Q4 | $26M | Buy |
+59,603
| New | +$26M | 15.94% | 2 |
|