Granite Bay Wealth Management’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 | $448K | Buy |
789
+6
| +0.8% | +$3.41K | 0.14% | 42 |
|
|
2025
Q1 | $402K | Sell |
783
-72
| -8% | -$37K | 0.14% | 49 |
|
|
2024
Q4 | $461K | Buy |
+855
| New | +$461K | 0.17% | 46 |
|
|
2024
Q3 | – | Sell |
-769
| Closed | -$385K | – | 74 |
|
|
2024
Q2 | $385K | Buy |
769
+86
| +13% | +$43.1K | 0.21% | 47 |
|
|
2024
Q1 | $328K | Sell |
683
-42,712
| -98% | -$20.5M | 0.19% | 60 |
|
|
2023
Q4 | $17.8M | Buy |
43,395
+405
| +0.9% | +$166K | 0.16% | 61 |
|
|
2023
Q3 | $17.6M | Buy |
+42,990
| New | +$17.6M | 0.17% | 62 |
|
|
2023
Q2 | – | Sell |
-692
| Closed | -$260K | – | 74 |
|
|
2023
Q1 | $260K | Buy |
+692
| New | +$260K | 0.18% | 57 |
|
|
2022
Q2 | – | Sell |
-548
| Closed | -$227K | – | 61 |
|
|
2022
Q1 | $227K | Hold |
548
| – | – | 0.18% | 57 |
|
|
2021
Q4 | $239K | Buy |
+548
| New | +$239K | 0.24% | 54 |
|