Interchange Capital 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 | $437K | Sell |
769
-650
| -46% | -$369K | 0.1% | 168 |
|
|
2025
Q1 | $729K | Buy |
1,419
+2
| +0.1% | +$1.03K | 0.2% | 99 |
|
|
2024
Q4 | $764K | Buy |
1,417
+4
| +0.3% | +$2.16K | 0.28% | 95 |
|
|
2024
Q3 | $746K | Buy |
1,413
+1
| +0.1% | +$528 | 0.26% | 97 |
|
|
2024
Q2 | $706K | Buy |
+1,412
| New | +$706K | 0.26% | 98 |
|
|
2023
Q2 | – | Sell |
-1,404
| Closed | -$528K | – | 215 |
|
|
2023
Q1 | $528K | Buy |
+1,404
| New | +$528K | 0.29% | 88 |
|
|
2021
Q4 | – | Sell |
-526
| Closed | -$207K | – | 196 |
|
|
2021
Q3 | $207K | Buy |
526
+1
| +0.2% | +$394 | 0.35% | 94 |
|
|
2021
Q2 | $206K | Sell |
525
-76
| -13% | -$29.8K | 0.32% | 96 |
|
|
2021
Q1 | $218K | Buy |
601
+417
| +227% | +$151K | 0.12% | 211 |
|
|
2020
Q4 | $63K | Buy |
+184
| New | +$63K | 0.03% | 365 |
|