Guardian Financial 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 | $20.4M | Sell |
35,986
-357
| -1% | -$203K | 9.18% | 2 |
|
|
2025
Q1 | $18.7M | Sell |
36,343
-1,890
| -5% | -$971K | 8.94% | 2 |
|
|
2024
Q4 | $20.6M | Sell |
38,233
-840
| -2% | -$453K | 12.24% | 1 |
|
|
2024
Q3 | $20.6M | Sell |
39,073
-3,889
| -9% | -$2.05M | 12.89% | 1 |
|
|
2024
Q2 | $21.5M | Sell |
42,962
-1,538
| -3% | -$769K | 14.25% | 1 |
|
|
2024
Q1 | $21.4M | Sell |
44,500
-2,595
| -6% | -$1.25M | 14.66% | 1 |
|
|
2023
Q4 | $20.6M | Sell |
47,095
-2,277
| -5% | -$995K | 16.88% | 1 |
|
|
2023
Q3 | $19.4M | Buy |
+49,372
| New | +$19.4M | 18.23% | 1 |
|
|
2023
Q2 | – | Sell |
-57,611
| Closed | -$21.7M | – | 40 |
|
|
2023
Q1 | $21.7M | Sell |
57,611
-6,780
| -11% | -$2.55M | 21.78% | 1 |
|
|
2022
Q4 | $22.6M | Sell |
64,391
-5,427
| -8% | -$1.91M | 24% | 1 |
|
|
2022
Q3 | $22.9M | Buy |
69,818
+13,896
| +25% | +$4.56M | 26.56% | 1 |
|
|
2022
Q2 | $19.4M | Sell |
55,922
-486
| -0.9% | -$169K | 21.73% | 1 |
|
|
2022
Q1 | $22.1M | Sell |
56,408
-10,473
| -16% | -$4.1M | 22.75% | 1 |
|
|
2021
Q4 | $29.2M | Buy |
+66,881
| New | +$29.2M | 27.87% | 1 |
|