LifePlan Investment 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 | $8.37M | Sell |
14,728
-2,113
| -13% | -$1.2M | 4.15% | 2 |
|
|
2025
Q1 | $8.65M | Sell |
16,841
-2,210
| -12% | -$1.14M | 4.98% | 2 |
|
|
2024
Q4 | $10.3M | Sell |
19,051
-7
| -0% | -$3.77K | 6.35% | 2 |
|
|
2024
Q3 | $10.1M | Sell |
19,058
-477
| -2% | -$252K | 6.43% | 2 |
|
|
2024
Q2 | $9.77M | Buy |
19,535
+276
| +1% | +$138K | 7.04% | 2 |
|
|
2024
Q1 | $9.26M | Buy |
19,259
+239
| +1% | +$115K | 7.38% | 2 |
|
|
2023
Q4 | $8.31M | Buy |
19,020
+3,337
| +21% | +$1.46M | 7.6% | 2 |
|
|
2023
Q3 | $6.16M | Sell |
15,683
-52
| -0.3% | -$20.4K | 6.55% | 2 |
|
|
2023
Q2 | $6.41M | Buy |
+15,735
| New | +$6.41M | 7.16% | 2 |
|