Live Oak Investment 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 | $369K | Sell |
649
-35
| -5% | -$19.9K | 0.28% | 68 |
|
|
2025
Q1 | $352K | Buy |
+684
| New | +$352K | 0.28% | 69 |
|
|
2024
Q4 | – | Hold |
0
| – | -$361K | – | 67 |
|
|
2024
Q3 | – | Hold |
0
| – | -$342K | – | 66 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 66 |
|
|
2023
Q4 | – | Hold |
0
| – | -$273K | – | 76 |
|
|
2023
Q3 | – | Hold |
0
| – | -$302K | – | 82 |
|
|
2023
Q2 | – | Hold |
0
| – | -$302K | – | 76 |
|
|
2023
Q1 | – | Hold |
0
| – | -$300K | – | 77 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 77 |
|