Golden Road 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 | $11.7M | Buy |
20,646
+1,335
| +7% | +$758K | 7.8% | 4 |
|
|
2025
Q1 | $9.92M | Buy |
19,311
+449
| +2% | +$231K | 7.75% | 4 |
|
|
2024
Q4 | $10.2M | Buy |
18,862
+102
| +0.5% | +$55K | 7.69% | 4 |
|
|
2024
Q3 | $9.9M | Buy |
18,760
+1,368
| +8% | +$722K | 7.75% | 4 |
|
|
2024
Q2 | $8.89M | Sell |
17,392
-946
| -5% | -$483K | 7.33% | 4 |
|
|
2024
Q1 | $8.82M | Sell |
18,338
-352
| -2% | -$169K | 7.32% | 4 |
|
|
2023
Q4 | $8.16M | Buy |
+18,690
| New | +$8.16M | 7.81% | 4 |
|