Intrua 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
$2.29M Buy
4,027
+358
+10% +$203K 0.31% 59
2025
Q1
$1.89M Sell
3,669
-55
-1% -$28.3K 0.27% 70
2024
Q4
$2.01M Buy
3,724
+449
+14% +$242K 0.31% 58
2024
Q3
$1.73M Buy
3,275
+530
+19% +$280K 0.26% 71
2024
Q2
$1.37M Buy
2,745
+80
+3% +$40K 0.2% 97
2024
Q1
$1.28M Buy
2,665
+1,037
+64% +$499K 0.18% 110
2023
Q4
$711K Sell
1,628
-1,921
-54% -$839K 0.1% 172
2023
Q3
$1.39M Sell
3,549
-2,568
-42% -$1.01M 0.24% 94
2023
Q2
$2.49M Buy
6,117
+1,209
+25% +$492K 0.42% 57
2023
Q1
$1.86M Buy
4,908
+3,361
+217% +$1.27M 0.39% 62
2022
Q4
$553K Sell
1,547
-69
-4% -$24.6K 0.13% 170
2022
Q3
$531K Sell
1,616
-52
-3% -$17.1K 0.14% 156
2022
Q2
$579K Buy
1,668
+144
+9% +$50K 0.12% 180
2022
Q1
$633K Sell
1,524
-114
-7% -$47.4K 0.11% 190
2021
Q4
$715K Sell
1,638
-41
-2% -$17.9K 0.13% 163
2021
Q3
$701K Buy
+1,679
New +$701K 0.13% 168