Integrity Wealth Solutions’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 | $816K | Sell |
1,437
-666
| -32% | -$378K | 0.4% | 56 |
|
|
2025
Q1 | $1.08M | Buy |
2,103
+606
| +40% | +$311K | 0.59% | 45 |
|
|
2024
Q4 | $806K | Buy |
1,497
+27
| +2% | +$14.5K | 0.45% | 49 |
|
|
2024
Q3 | $778K | Buy |
1,470
+22
| +2% | +$11.6K | 0.45% | 48 |
|
|
2024
Q2 | $727K | Buy |
1,448
+196
| +16% | +$98.4K | 0.47% | 51 |
|
|
2024
Q1 | $602K | Buy |
1,252
+484
| +63% | +$233K | 0.39% | 56 |
|
|
2023
Q4 | $336K | Buy |
+768
| New | +$336K | 0.23% | 69 |
|