Navalign LLC’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 | $577K | Buy |
1,015
+119
| +13% | +$67.6K | 0.16% | 81 |
|
|
2025
Q1 | $460K | Hold |
896
| – | – | 0.13% | 90 |
|
|
2024
Q4 | $483K | Sell |
896
-89
| -9% | -$48K | 0.14% | 89 |
|
|
2024
Q3 | $520K | Buy |
985
+10
| +1% | +$5.28K | 0.15% | 88 |
|
|
2024
Q2 | $488K | Hold |
975
| – | – | 0.15% | 88 |
|
|
2024
Q1 | $469K | Sell |
975
-360
| -27% | -$173K | 0.16% | 91 |
|
|
2023
Q4 | $583K | Buy |
1,335
+345
| +35% | +$151K | 0.2% | 89 |
|
|
2023
Q3 | $389K | Buy |
990
+8
| +0.8% | +$3.14K | 0.15% | 107 |
|
|
2023
Q2 | $400K | Hold |
982
| – | – | 0.16% | 88 |
|
|
2023
Q1 | $369K | Buy |
+982
| New | +$369K | 0.15% | 92 |
|