Luts & Greenleigh Group’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 | $596K | Hold |
1,049
| – | – | 0.57% | 39 |
|
|
2025
Q1 | $539K | Hold |
1,049
| – | – | 0.54% | 42 |
|
|
2024
Q4 | $565K | Buy |
1,049
+28
| +3% | +$15.1K | 0.56% | 37 |
|
|
2024
Q3 | $539K | Hold |
1,021
| – | – | 0.52% | 41 |
|
|
2024
Q2 | $510K | Buy |
+1,021
| New | +$510K | 0.53% | 38 |
|
|
2023
Q4 | $446K | Sell |
1,021
-435
| -30% | -$190K | 0.56% | 33 |
|
|
2023
Q3 | $572K | Sell |
1,456
-213
| -13% | -$83.7K | 0.71% | 30 |
|
|
2023
Q2 | $680K | Buy |
1,669
+649
| +64% | +$264K | 0.84% | 27 |
|
|
2023
Q1 | $384K | Buy |
1,020
+258
| +34% | +$97.1K | 0.49% | 39 |
|
|
2022
Q4 | $268K | Buy |
+762
| New | +$268K | 0.34% | 48 |
|