Golden State Equity Partners’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 | $6.21M | Buy |
10,926
+775
| +8% | +$440K | 1.15% | 12 |
|
|
2025
Q1 | $5.22M | Buy |
10,151
+436
| +4% | +$224K | 1.03% | 13 |
|
|
2024
Q4 | $5.23M | Buy |
9,715
+5,079
| +110% | +$2.74M | 1% | 14 |
|
|
2024
Q3 | $2.45M | Sell |
4,636
-2,785
| -38% | -$1.47M | 1.29% | 10 |
|
|
2024
Q2 | $3.71M | Buy |
+7,421
| New | +$3.71M | 0.77% | 19 |
|
|
2023
Q4 | $2.1M | Buy |
4,810
+670
| +16% | +$293K | 0.51% | 45 |
|
|
2023
Q3 | $1.63M | Buy |
4,140
+100
| +2% | +$39.3K | 0.45% | 58 |
|
|
2023
Q2 | $1.65M | Buy |
+4,040
| New | +$1.65M | 0.46% | 46 |
|