Gries Financial’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 | $5.94M | Sell |
10,459
-136
| -1% | -$77.3K | 1.08% | 13 |
|
|
2025
Q1 | $5.44M | Sell |
10,595
-1,067
| -9% | -$548K | 1.06% | 13 |
|
|
2024
Q4 | $6.28M | Buy |
11,662
+2,131
| +22% | +$1.15M | 1.12% | 16 |
|
|
2024
Q3 | $5.03M | Buy |
9,531
+2,774
| +41% | +$1.46M | 0.94% | 17 |
|
|
2024
Q2 | $3.38M | Sell |
6,757
-6,837
| -50% | -$3.42M | 0.7% | 28 |
|
|
2024
Q1 | $6.53M | Buy |
13,594
+10,853
| +396% | +$5.22M | 1.09% | 14 |
|
|
2023
Q4 | $1.2M | Buy |
2,741
+1,958
| +250% | +$855K | 0.26% | 89 |
|
|
2023
Q3 | $307K | Buy |
+783
| New | +$307K | 0.08% | 150 |
|