Investmark Advisory 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 | $759K | Hold |
1,336
| – | – | 0.36% | 58 |
|
|
2025
Q1 | $687K | Buy |
1,336
+5
| +0.4% | +$2.57K | 0.34% | 53 |
|
|
2024
Q4 | $718K | Buy |
1,331
+8
| +0.6% | +$4.31K | 0.35% | 54 |
|
|
2024
Q3 | $698K | Buy |
1,323
+5
| +0.4% | +$2.64K | 0.34% | 54 |
|
|
2024
Q2 | $660K | Sell |
1,318
-2
| -0.2% | -$1K | 0.35% | 56 |
|
|
2024
Q1 | $634K | Buy |
1,320
+5
| +0.4% | +$2.4K | 0.35% | 59 |
|
|
2023
Q4 | $575K | Buy |
+1,315
| New | +$575K | 0.34% | 59 |
|
|
2022
Q1 | – | Sell |
-157
| Closed | -$68K | – | 352 |
|
|
2021
Q4 | $68K | Buy |
+157
| New | +$68K | 0.06% | 138 |
|