Epic Trust Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $755K | Sell |
1,510
-213
| -12% | -$106K | 0.83% | 28 |
|
|
2024
Q1 | $828K | Sell |
1,723
-979
| -36% | -$470K | 1.02% | 23 |
|
|
2023
Q4 | $1.18M | Sell |
2,702
-1,192
| -31% | -$521K | 1.58% | 12 |
|
|
2023
Q3 | $1.53M | Buy |
3,894
+196
| +5% | +$77K | 2.41% | 9 |
|
|
2023
Q2 | $1.51M | Buy |
3,698
+2,661
| +257% | +$1.08M | 2.14% | 9 |
|
|
2023
Q1 | $390K | Sell |
1,037
-4
| -0.4% | -$1.51K | 0.48% | 59 |
|
|
2022
Q4 | $366K | Sell |
1,041
-32
| -3% | -$11.3K | 0.55% | 59 |
|
|
2022
Q3 | $352K | Sell |
1,073
-136
| -11% | -$44.6K | 0.49% | 62 |
|
|
2022
Q2 | $419K | Buy |
+1,209
| New | +$419K | 0.79% | 34 |
|
|
2022
Q1 | – | Sell |
-816
| Closed | -$356K | – | 97 |
|
|
2021
Q4 | $356K | Buy |
+816
| New | +$356K | 0.52% | 46 |
|