Garden State Investment Advisory Services’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 | $1.4M | Buy |
2,455
+18
| +0.7% | +$10.2K | 0.35% | 60 |
|
2025
Q1 | $1.25M | Buy |
2,437
+3
| +0.1% | +$1.54K | 0.4% | 61 |
|
2024
Q4 | $1.31M | Buy |
2,434
+16
| +0.7% | +$8.63K | 0.39% | 56 |
|
2024
Q3 | $1.28M | Sell |
2,418
-22
| -0.9% | -$11.6K | 0.41% | 55 |
|
2024
Q2 | $1.22M | Buy |
2,440
+521
| +27% | +$261K | 0.42% | 53 |
|
2024
Q1 | $923K | Buy |
1,919
+60
| +3% | +$28.9K | 0.34% | 59 |
|
2023
Q4 | $812K | Buy |
1,859
+2
| +0.1% | +$873 | 0.32% | 69 |
|
2023
Q3 | $730K | Sell |
1,857
-204
| -10% | -$80.2K | 0.34% | 65 |
|
2023
Q2 | $840K | Buy |
2,061
+39
| +2% | +$15.9K | 0.33% | 62 |
|
2023
Q1 | $760K | Sell |
2,022
-134
| -6% | -$50.4K | 0.33% | 61 |
|
2022
Q4 | $758K | Buy |
+2,156
| New | +$758K | 0.45% | 53 |
|