LGT Financial 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 | $333K | Sell |
587
-54
| -8% | -$30.6K | 0.85% | 27 |
|
|
2025
Q1 | $329K | Buy |
641
+10
| +2% | +$5.13K | 1.01% | 25 |
|
|
2024
Q4 | $340K | Sell |
631
-69
| -10% | -$37.2K | 0.75% | 25 |
|
|
2024
Q3 | $369K | Hold |
700
| – | – | 0.91% | 25 |
|
|
2024
Q2 | $350K | Hold |
700
| – | – | 0.74% | 30 |
|
|
2024
Q1 | $336K | Sell |
700
-2
| -0.3% | -$961 | 0.39% | 53 |
|
|
2023
Q4 | $307K | Sell |
702
-243
| -26% | -$106K | 0.38% | 56 |
|
|
2023
Q3 | $371K | Buy |
945
+2
| +0.2% | +$785 | 0.47% | 41 |
|
|
2023
Q2 | $384K | Buy |
+943
| New | +$384K | 0.41% | 71 |
|
|
2023
Q1 | – | Sell |
-941
| Closed | -$330K | – | 197 |
|
|
2022
Q4 | $330K | Buy |
+941
| New | +$330K | 0.39% | 55 |
|