Ethos Financial Group’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 | $35.7M | Buy |
62,758
+32,210
| +105% | +$18.3M | 3.07% | 2 |
|
|
2025
Q1 | $16.3M | Buy |
30,548
+183
| +0.6% | +$97.6K | 1.56% | 13 |
|
|
2024
Q4 | $16.4M | Buy |
30,365
+28,969
| +2,075% | +$15.6M | 2.13% | 8 |
|
|
2024
Q3 | $739K | Buy |
1,396
+266
| +24% | +$141K | 0.12% | 95 |
|
|
2024
Q2 | $567K | Buy |
1,130
+69
| +7% | +$34.6K | 0.1% | 121 |
|
|
2024
Q1 | $521K | Buy |
+1,061
| New | +$521K | 0.1% | 144 |
|