Northwest Financial Advisors’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 | – | Sell |
-460
| Closed | -$236K | – | 121 |
|
|
2025
Q1 | $236K | Sell |
460
-47
| -9% | -$24.2K | 0.2% | 103 |
|
|
2024
Q4 | $273K | Buy |
507
+139
| +38% | +$74.8K | 0.23% | 87 |
|
|
2024
Q3 | $194K | Buy |
+368
| New | +$194K | 0.15% | 104 |
|
|
2024
Q1 | – | Sell |
-289
| Closed | -$126K | – | 519 |
|
|
2023
Q4 | $126K | Buy |
+289
| New | +$126K | 0.11% | 122 |
|