Northern Capital Management (Washington)’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 | $940K | Buy |
1,654
+202
| +14% | +$115K | 0.55% | 17 |
|
2025
Q1 | $746K | Buy |
1,452
+179
| +14% | +$92K | 0.49% | 17 |
|
2024
Q4 | $686K | Buy |
1,273
+26
| +2% | +$14K | 0.42% | 18 |
|
2024
Q3 | $658K | Sell |
1,247
-102
| -8% | -$53.8K | 0.42% | 17 |
|
2024
Q2 | $675K | Buy |
1,349
+97
| +8% | +$48.5K | 0.45% | 16 |
|
2024
Q1 | $602K | Buy |
1,252
+541
| +76% | +$260K | 0.42% | 16 |
|
2023
Q4 | $311K | Buy |
+711
| New | +$311K | 0.28% | 23 |
|