Financial Connections 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 | $924K | Sell |
1,627
-51
| -3% | -$29K | 0.38% | 34 |
|
|
2025
Q1 | $862K | Sell |
1,678
-81
| -5% | -$41.6K | 0.39% | 33 |
|
|
2024
Q4 | $947K | Buy |
1,759
+10
| +0.6% | +$5.38K | 0.46% | 29 |
|
|
2024
Q3 | $922K | Sell |
1,749
-30
| -2% | -$15.8K | 0.45% | 28 |
|
|
2024
Q2 | $889K | Buy |
+1,779
| New | +$889K | 0.46% | 29 |
|
|
2024
Q1 | – | Sell |
-1,920
| Closed | -$838K | – | 267 |
|
|
2023
Q4 | $838K | Buy |
+1,920
| New | +$838K | 0.54% | 27 |
|
|
2023
Q3 | – | Sell |
-1,920
| Closed | -$781K | – | 236 |
|
|
2023
Q2 | $781K | Hold |
1,920
| – | – | 0.51% | 33 |
|
|
2023
Q1 | $722K | Hold |
1,920
| – | – | 0.51% | 33 |
|
|
2022
Q4 | $674K | Hold |
1,920
| – | – | 0.53% | 32 |
|
|
2022
Q3 | $630K | Hold |
1,920
| – | – | 0.53% | 30 |
|
|
2022
Q2 | $666K | Hold |
1,920
| – | – | 0.59% | 31 |
|
|
2022
Q1 | $797K | Hold |
1,920
| – | – | 0.8% | 28 |
|
|
2021
Q4 | $838K | Buy |
+1,920
| New | +$838K | 0.82% | 22 |
|