Leeward Financial Partners’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 | $348K | Buy |
613
+188
| +44% | +$107K | 0.11% | 75 |
|
|
2025
Q1 | $218K | Sell |
425
-499
| -54% | -$256K | 0.08% | 83 |
|
|
2024
Q4 | $498K | Hold |
924
| – | – | 0.18% | 60 |
|
|
2024
Q3 | $487K | Buy |
+924
| New | +$487K | 0.18% | 60 |
|
|
2024
Q2 | – | Sell |
-894
| Closed | -$430K | – | 95 |
|
|
2024
Q1 | $430K | Hold |
894
| – | – | 0.18% | 63 |
|
|
2023
Q4 | $390K | Sell |
894
-4
| -0.4% | -$1.75K | 0.19% | 63 |
|
|
2023
Q3 | $353K | Buy |
898
+194
| +28% | +$76.2K | 0.2% | 62 |
|
|
2023
Q2 | $287K | Sell |
704
-198
| -22% | -$80.6K | 0.16% | 72 |
|
|
2023
Q1 | $339K | Buy |
902
+136
| +18% | +$51.1K | 0.21% | 62 |
|
|
2022
Q4 | $269K | Buy |
+766
| New | +$269K | 0.19% | 61 |
|