Integrity 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
$1.81M Sell
3,177
-3,446
-52% -$1.96M 0.92% 25
2025
Q1
$3.4M Buy
6,623
+4,227
+176% +$2.17M 1.93% 11
2024
Q4
$1.29M Buy
2,396
+535
+29% +$288K 0.74% 33
2024
Q3
$982K Buy
1,861
+215
+13% +$113K 0.58% 44
2024
Q2
$823K Buy
1,646
+867
+111% +$434K 0.51% 47
2024
Q1
$374K Buy
779
+479
+160% +$230K 0.26% 76
2023
Q4
$131K Sell
300
-3,386
-92% -$1.48M 0.1% 115
2023
Q3
$1.45M Buy
3,686
+1,314
+55% +$516K 1.09% 20
2023
Q2
$966K Buy
2,372
+73
+3% +$29.7K 0.7% 37
2023
Q1
$865K Buy
2,299
+342
+17% +$129K 0.7% 34
2022
Q4
$688K Buy
1,957
+625
+47% +$220K 0.65% 38
2022
Q3
$437K Buy
1,332
+249
+23% +$81.7K 0.46% 51
2022
Q2
$376K Buy
1,083
+358
+49% +$124K 0.36% 54
2022
Q1
$301K Buy
725
+232
+47% +$96.3K 0.25% 72
2021
Q4
$215K Buy
+493
New +$215K 0.16% 97