Gentry Private Wealth’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 | $50.2M | Buy |
88,459
+1,999
| +2% | +$1.14M | 38.41% | 1 |
|
|
2025
Q1 | $44.4M | Buy |
86,460
+83,075
| +2,454% | +$42.7M | 36.55% | 1 |
|
|
2024
Q4 | $1.82M | Sell |
3,385
-81,156
| -96% | -$43.7M | 7.58% | 3 |
|
|
2024
Q3 | $44.6M | Sell |
84,541
-3,678
| -4% | -$1.94M | 36.46% | 1 |
|
|
2024
Q2 | $44.1M | Buy |
+88,219
| New | +$44.1M | 38.8% | 1 |
|