Latitude Advisors’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 | $1.93M | Buy |
3,397
+607
| +22% | +$345K | 0.97% | 20 |
|
|
2025
Q1 | $1.43M | Buy |
2,790
+837
| +43% | +$430K | 0.83% | 24 |
|
|
2024
Q4 | $1.05M | Buy |
1,953
+138
| +8% | +$74.4K | 0.59% | 39 |
|
|
2024
Q3 | $957K | Buy |
1,815
+137
| +8% | +$72.3K | 0.54% | 48 |
|
|
2024
Q2 | $839K | Sell |
1,678
-180
| -10% | -$90K | 0.51% | 43 |
|
|
2024
Q1 | $893K | Sell |
1,858
-674
| -27% | -$324K | 0.56% | 36 |
|
|
2023
Q4 | $1.11M | Buy |
2,532
+111
| +5% | +$48.5K | 0.78% | 26 |
|
|
2023
Q3 | $951K | Buy |
2,421
+16
| +0.7% | +$6.28K | 0.68% | 27 |
|
|
2023
Q2 | $979K | Sell |
2,405
-17
| -0.7% | -$6.92K | 0.68% | 27 |
|
|
2023
Q1 | $911K | Sell |
2,422
-127
| -5% | -$47.8K | 0.66% | 30 |
|
|
2022
Q4 | $896K | Buy |
2,549
+453
| +22% | +$159K | 0.67% | 27 |
|
|
2022
Q3 | $688K | Buy |
2,096
+268
| +15% | +$88K | 0.57% | 33 |
|
|
2022
Q2 | $634K | Sell |
1,828
-2,922
| -62% | -$1.01M | 0.58% | 36 |
|
|
2022
Q1 | $1.97M | Buy |
4,750
+2,408
| +103% | +$1,000K | 0.44% | 39 |
|
|
2021
Q4 | $1.02M | Buy |
2,342
+174
| +8% | +$75.9K | 0.29% | 71 |
|
|
2021
Q3 | $855K | Buy |
2,168
+1,083
| +100% | +$427K | 0.27% | 72 |
|
|
2021
Q2 | $427K | Sell |
1,085
-3
| -0.3% | -$1.18K | 0.32% | 71 |
|
|
2021
Q1 | $396K | Buy |
1,088
+29
| +3% | +$10.6K | 0.32% | 73 |
|
|
2020
Q4 | $364K | Buy |
+1,059
| New | +$364K | 0.32% | 79 |
|