NavPoint Financial’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 | $9.11M | Sell |
16,031
-309
| -2% | -$176K | 5.5% | 6 |
|
|
2025
Q1 | $8.4M | Sell |
16,340
-113
| -0.7% | -$58.1K | 5.91% | 6 |
|
|
2024
Q4 | $8.87M | Buy |
16,453
+2
| +0% | +$1.08K | 7.01% | 3 |
|
|
2024
Q3 | $8.68M | Buy |
16,451
+70
| +0.4% | +$36.9K | 6.99% | 4 |
|
|
2024
Q2 | $8.19M | Buy |
16,381
+107
| +0.7% | +$53.5K | 7.11% | 4 |
|
|
2024
Q1 | $7.82M | Sell |
16,274
-615
| -4% | -$296K | 6.8% | 4 |
|
|
2023
Q4 | $7.38M | Buy |
+16,889
| New | +$7.38M | 6.77% | 3 |
|