Evernest Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Sell |
10,011
-431
| -4% | -$245K | 1.84% | 14 |
|
|
2025
Q1 | $5.37M | Sell |
10,442
-18,118
| -63% | -$9.31M | 1.93% | 13 |
|
|
2024
Q4 | $15.4M | Sell |
28,560
-583
| -2% | -$314K | 3.99% | 7 |
|
|
2024
Q3 | $15.4M | Buy |
29,143
+18,523
| +174% | +$9.77M | 4.15% | 7 |
|
|
2024
Q2 | $5.31M | Buy |
10,620
+12
| +0.1% | +$6K | 2.38% | 10 |
|
|
2024
Q1 | $4.83M | Sell |
10,608
-997
| -9% | -$454K | 2.29% | 10 |
|
|
2023
Q4 | $5.07M | Buy |
+11,605
| New | +$5.07M | 2.57% | 10 |
|
|
2021
Q4 | $5.06M | Buy |
+10,981
| New | +$5.06M | 2.62% | 10 |
|