LRI Investments’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 | $3.55M | Buy |
6,242
+13
| +0.2% | +$7.38K | 0.3% | 36 |
|
|
2025
Q1 | $3.2M | Sell |
6,229
-236
| -4% | -$121K | 0.31% | 37 |
|
|
2024
Q4 | $3.48M | Hold |
6,465
| – | – | 0.34% | 26 |
|
|
2024
Q3 | $3.53M | Buy |
6,465
+59
| +0.9% | +$32.2K | 0.34% | 26 |
|
|
2024
Q2 | $3.2M | Buy |
6,406
+172
| +3% | +$86K | 0.36% | 23 |
|
|
2024
Q1 | $3M | Buy |
+6,234
| New | +$3M | 0.76% | 20 |
|