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 |
|