Northeast Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
2025
Q1
$1.15M Sell
2024
Q4
$1.33M Sell
2024
Q3
$1.32M Sell
2024
Q2
$1.83M Sell
2024
Q1
$1.85M Sell
2023
Q4
$1.97M Buy
2023
Q3
$1.61M Buy
2023
Q2
$1.6M Sell
2023
Q1
$2.9M Sell
2022
Q4
$2.79M Buy