Great Diamond 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
$1.33M Buy
+2,350
New +$1.33M 0.28% 86
2020
Q1
Sell
-276
Closed -$81K 594
2019
Q4
$81K Buy
+276
New +$81K 0.03% 247