Innova Wealth 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 | $2.97M | Buy |
5,224
+416
| +9% | +$236K | 1.74% | 20 |
|
|
2025
Q1 | $2.47M | Buy |
4,808
+428
| +10% | +$220K | 1.53% | 18 |
|
|
2024
Q4 | $2.36M | Buy |
+4,380
| New | +$2.36M | 1.49% | 22 |
|
|
2024
Q3 | – | Sell |
-2,026
| Closed | -$1.01M | – | 142 |
|
|
2024
Q2 | $1.01M | Buy |
2,026
+1,027
| +103% | +$514K | 0.72% | 32 |
|
|
2024
Q1 | $480K | Buy |
999
+23
| +2% | +$11.1K | 0.37% | 46 |
|
|
2023
Q4 | $426K | Buy |
976
+378
| +63% | +$165K | 0.37% | 38 |
|
|
2023
Q3 | $235K | Buy |
+598
| New | +$235K | 0.21% | 46 |
|