Equita Financial Network’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 | $2.86M | Buy |
5,040
+529
| +12% | +$300K | 1.14% | 18 |
|
|
2025
Q1 | $2.32M | Buy |
4,511
+315
| +8% | +$162K | 0.81% | 28 |
|
|
2024
Q4 | $2.26M | Buy |
4,196
+1,517
| +57% | +$817K | 0.82% | 29 |
|
|
2024
Q3 | $1.41M | Buy |
2,679
+986
| +58% | +$520K | 0.52% | 35 |
|
|
2024
Q2 | $847K | Buy |
1,693
+463
| +38% | +$232K | 0.35% | 42 |
|
|
2024
Q1 | $591K | Buy |
1,230
+719
| +141% | +$345K | 0.27% | 47 |
|
|
2023
Q4 | $223K | Sell |
511
-86
| -14% | -$37.5K | 0.12% | 60 |
|
|
2023
Q3 | $234K | Buy |
+597
| New | +$234K | 0.14% | 53 |
|