Narus Financial 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 | $2.01M | Sell |
3,544
-650
| -15% | -$369K | 0.63% | 33 |
|
|
2025
Q1 | $2.16M | Buy |
4,194
+29
| +0.7% | +$14.9K | 0.73% | 28 |
|
|
2024
Q4 | $2.24M | Hold |
4,165
| – | – | 0.76% | 29 |
|
|
2024
Q3 | $2.2M | Buy |
4,165
+174
| +4% | +$91.8K | 0.79% | 22 |
|
|
2024
Q2 | $2M | Buy |
3,991
+288
| +8% | +$144K | 0.8% | 23 |
|
|
2024
Q1 | $1.78M | Buy |
3,703
+987
| +36% | +$474K | 0.76% | 25 |
|
|
2023
Q4 | $1.19M | Buy |
2,716
+548
| +25% | +$239K | 0.57% | 37 |
|
|
2023
Q3 | $851K | Buy |
2,168
+265
| +14% | +$104K | 0.44% | 41 |
|
|
2023
Q2 | $775K | Buy |
1,903
+27
| +1% | +$11K | 0.4% | 48 |
|
|
2023
Q1 | $706K | Buy |
1,876
+752
| +67% | +$283K | 0.38% | 48 |
|
|
2022
Q4 | $395K | Sell |
1,124
-81
| -7% | -$28.5K | 0.23% | 72 |
|
|
2022
Q3 | $396K | Buy |
1,205
+585
| +94% | +$192K | 0.25% | 64 |
|
|
2022
Q2 | $215K | Buy |
620
+81
| +15% | +$28.1K | 0.14% | 103 |
|
|
2022
Q1 | $224K | Buy |
+539
| New | +$224K | 0.13% | 102 |
|