Naviter Wealth’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 | $2.85M | Buy |
5,010
+460
| +10% | +$262K | 0.35% | 74 |
|
|
2025
Q1 | $2.33M | Buy |
4,550
+174
| +4% | +$89.2K | 0.28% | 91 |
|
|
2024
Q4 | $2.36M | Sell |
4,376
-7
| -0.2% | -$3.77K | 0.28% | 92 |
|
|
2024
Q3 | $2.32M | Sell |
4,383
-313
| -7% | -$166K | 0.32% | 83 |
|
|
2024
Q2 | $2.36M | Buy |
4,696
+327
| +7% | +$164K | 0.35% | 78 |
|
|
2024
Q1 | $2.1M | Buy |
4,369
+1,627
| +59% | +$782K | 0.34% | 80 |
|
|
2023
Q4 | $1.2M | Buy |
+2,742
| New | +$1.2M | 0.24% | 113 |
|
|
2023
Q3 | – | Sell |
-1,241
| Closed | -$507K | – | 236 |
|
|
2023
Q2 | $507K | Buy |
+1,241
| New | +$507K | 0.13% | 176 |
|