Horizon Financial Services’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 | $7.38K | Hold |
13
| – | – | ﹤0.01% | 145 |
|
|
2025
Q1 | $6.68K | Hold |
13
| – | – | ﹤0.01% | 132 |
|
|
2024
Q4 | $7.01K | Sell |
13
-174
| -93% | -$93.8K | ﹤0.01% | 131 |
|
|
2024
Q3 | $98.7K | Hold |
187
| – | – | 0.06% | 65 |
|
|
2024
Q2 | $93.5K | Hold |
187
| – | – | 0.06% | 67 |
|
|
2024
Q1 | $89.9K | Buy |
+187
| New | +$89.9K | 0.06% | 63 |
|
|
2021
Q2 | – | Sell |
-350
| Closed | -$128K | – | 167 |
|
|
2021
Q1 | $128K | Buy |
+350
| New | +$128K | 0.11% | 26 |
|