Novare Capital Management’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 | $1.87M | Hold |
3,286
| – | – | 0.15% | 95 |
|
|
2025
Q1 | $1.69M | Hold |
3,286
| – | – | 0.15% | 98 |
|
|
2024
Q4 | $1.77M | Buy |
3,286
+144
| +5% | +$77.6K | 0.15% | 95 |
|
|
2024
Q3 | $1.66M | Buy |
3,142
+27
| +0.9% | +$14.2K | 0.14% | 95 |
|
|
2024
Q2 | $1.56M | Sell |
3,115
-41
| -1% | -$20.5K | 0.14% | 97 |
|
|
2024
Q1 | $1.52M | Buy |
+3,156
| New | +$1.52M | 0.14% | 100 |
|
|
2022
Q4 | – | Sell |
-1,236
| Closed | -$406K | – | 183 |
|
|
2022
Q3 | $406K | Buy |
+1,236
| New | +$406K | 0.05% | 124 |
|