NBC Securities’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 | $9.08M | Buy |
15,985
+7,202
| +82% | +$4.09M | 0.74% | 13 |
|
2025
Q1 | $4.51M | Buy |
8,783
+8,774
| +97,489% | +$4.51M | 0.39% | 39 |
|
2024
Q4 | $4.97K | Sell |
9
-8,753
| -100% | -$4.83M | 0.45% | 34 |
|
2024
Q3 | $4.62M | Sell |
8,762
-897
| -9% | -$473K | 0.39% | 39 |
|
2024
Q2 | $4.83M | Sell |
9,659
-783
| -7% | -$392K | 0.44% | 33 |
|
2024
Q1 | $5.12M | Buy |
10,442
+783
| +8% | +$384K | 0.48% | 29 |
|
2023
Q4 | $4.22M | Buy |
9,659
+685
| +8% | +$299K | 0.43% | 36 |
|
2023
Q3 | $3.52M | Buy |
+8,974
| New | +$3.52M | 0.39% | 43 |
|