Novak & Powell Financial Services’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 | $302K | Buy |
532
+14
| +3% | +$7.95K | 0.21% | 102 |
|
|
2025
Q1 | $266K | Buy |
518
+1
| +0.2% | +$514 | 0.17% | 119 |
|
|
2024
Q4 | $279K | Hold |
517
| – | – | 0.17% | 112 |
|
|
2024
Q3 | $273K | Buy |
517
+4
| +0.8% | +$2.11K | 0.16% | 119 |
|
|
2024
Q2 | $257K | Buy |
513
+9
| +2% | +$4.5K | 0.16% | 113 |
|
|
2024
Q1 | $242K | Sell |
504
-13
| -3% | -$6.25K | 0.18% | 114 |
|
|
2023
Q4 | $226K | Buy |
+517
| New | +$226K | 0.15% | 121 |
|