EnRich 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 | $25.4M | Sell |
44,670
-4,545
| -9% | -$2.58M | 7.79% | 5 |
|
|
2025
Q1 | $25.3M | Sell |
49,215
-1,556
| -3% | -$800K | 8.49% | 4 |
|
|
2024
Q4 | $27.4M | Buy |
50,771
+287
| +0.6% | +$155K | 9.11% | 4 |
|
|
2024
Q3 | $26.6M | Buy |
50,484
+2,737
| +6% | +$1.44M | 8.9% | 4 |
|
|
2024
Q2 | $23.9M | Buy |
47,747
+1,141
| +2% | +$571K | 8.76% | 4 |
|
|
2024
Q1 | $22.4M | Buy |
46,606
+1,517
| +3% | +$729K | 8.39% | 4 |
|
|
2023
Q4 | $19.7M | Buy |
+45,089
| New | +$19.7M | 8.22% | 4 |
|