Intrepid Financial Planning Group’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 | $319K | Hold |
562
| – | – | 0.13% | 92 |
|
|
2025
Q1 | $289K | Hold |
562
| – | – | 0.13% | 95 |
|
|
2024
Q4 | $303K | Sell |
562
-12
| -2% | -$6.47K | 0.13% | 95 |
|
|
2024
Q3 | $303K | Hold |
574
| – | – | 0.13% | 97 |
|
|
2024
Q2 | $287K | Hold |
574
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $276K | Hold |
574
| – | – | 0.12% | 102 |
|
|
2023
Q4 | $251K | Hold |
574
| – | – | 0.12% | 102 |
|
|
2023
Q3 | $225K | Buy |
+574
| New | +$225K | 0.12% | 100 |
|