Howard 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 | $538K | Sell |
947
-164
| -15% | -$93.2K | 0.07% | 95 |
|
|
2025
Q1 | $571K | Sell |
1,111
-673
| -38% | -$346K | 0.08% | 95 |
|
|
2024
Q4 | $961K | Buy |
1,784
+682
| +62% | +$368K | 0.13% | 69 |
|
|
2024
Q3 | $581K | Buy |
1,102
+332
| +43% | +$175K | 0.08% | 85 |
|
|
2024
Q2 | $385K | Sell |
770
-206
| -21% | -$103K | 0.06% | 100 |
|
|
2024
Q1 | $469K | Buy |
976
+2
| +0.2% | +$961 | 0.08% | 91 |
|
|
2023
Q4 | $425K | Buy |
974
+29
| +3% | +$12.7K | 0.08% | 93 |
|
|
2023
Q3 | $371K | Buy |
945
+308
| +48% | +$121K | 0.09% | 97 |
|
|
2023
Q2 | $259K | Buy |
637
+84
| +15% | +$34.2K | 0.06% | 118 |
|
|
2023
Q1 | $208K | Buy |
+553
| New | +$208K | 0.05% | 131 |
|