Kingdom Financial 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 | $743K | Sell |
1,307
-15,774
| -92% | -$8.96M | 0.65% | 18 |
|
|
2025
Q1 | $8.78M | Sell |
17,081
-484
| -3% | -$249K | 6.43% | 6 |
|
|
2024
Q4 | $9.46M | Sell |
17,565
-1,031
| -6% | -$556K | 6.47% | 6 |
|
|
2024
Q3 | $9.81M | Sell |
18,596
-144
| -0.8% | -$76K | 7.33% | 5 |
|
|
2024
Q2 | $9.37M | Sell |
18,740
-1,954
| -9% | -$977K | 6.34% | 6 |
|
|
2024
Q1 | $9.95M | Buy |
20,694
+7,052
| +52% | +$3.39M | 6.99% | 5 |
|
|
2023
Q4 | $5.96M | Sell |
13,642
-656
| -5% | -$287K | 5.19% | 6 |
|
|
2023
Q3 | $5.61M | Buy |
14,298
+763
| +6% | +$300K | 5.29% | 6 |
|
|
2023
Q2 | $5.51M | Buy |
+13,535
| New | +$5.51M | 5.41% | 6 |
|