Greystone Financial Group’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 | $1.73M | Buy |
3,037
+813
| +37% | +$462K | 0.28% | 52 |
|
|
2025
Q1 | $1.14M | Sell |
2,224
-579
| -21% | -$298K | 0.21% | 61 |
|
|
2024
Q4 | $1.51M | Buy |
2,803
+40
| +1% | +$21.6K | 0.26% | 58 |
|
|
2024
Q3 | $1.46M | Buy |
2,763
+682
| +33% | +$360K | 0.26% | 59 |
|
|
2024
Q2 | $1.04M | Buy |
2,081
+1,260
| +153% | +$630K | 0.2% | 60 |
|
|
2024
Q1 | $394K | Buy |
+821
| New | +$394K | 0.08% | 93 |
|