Great Oak Capital 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 | $2.26M | Buy |
3,940
+111
| +3% | +$63.6K | 0.65% | 13 |
|
|
2025
Q1 | $2.05M | Hold |
3,829
| – | – | 0.68% | 15 |
|
|
2024
Q4 | $2.05M | Buy |
3,829
+73
| +2% | +$39K | 0.68% | 15 |
|
|
2024
Q3 | $1.98M | Buy |
3,756
+4
| +0.1% | +$2.11K | 0.68% | 16 |
|
|
2024
Q2 | $1.84M | Sell |
3,752
-7
| -0.2% | -$3.43K | 0.69% | 16 |
|
|
2024
Q1 | $1.81M | Buy |
3,759
+12
| +0.3% | +$5.77K | 0.8% | 16 |
|
|
2023
Q4 | $1.64M | Buy |
+3,747
| New | +$1.64M | 0.87% | 15 |
|