O'Connor Financial Group’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 | $24.4M | Buy |
42,453
+4,307
| +11% | +$2.48M | 10.77% | 1 |
|
|
2025
Q1 | $19.6M | Buy |
38,146
+3,500
| +10% | +$1.8M | 10.19% | 2 |
|
|
2024
Q4 | $18.7M | Buy |
34,646
+2,038
| +6% | +$1.1M | 9.76% | 2 |
|
|
2024
Q3 | $17.2M | Buy |
32,608
+2,387
| +8% | +$1.26M | 9.04% | 3 |
|
|
2024
Q2 | $15.1M | Buy |
30,221
+1,238
| +4% | +$619K | 8.79% | 3 |
|
|
2024
Q1 | $13.9M | Buy |
28,983
+2,500
| +9% | +$1.2M | 8.3% | 3 |
|
|
2023
Q4 | $11.6M | Buy |
26,483
+1,978
| +8% | +$864K | 7.15% | 4 |
|
|
2023
Q3 | $9.62M | Buy |
24,505
+598
| +3% | +$235K | 6.59% | 4 |
|
|
2023
Q2 | $9.74M | Buy |
23,907
+1,537
| +7% | +$626K | 6.71% | 4 |
|
|
2023
Q1 | $8.41M | Buy |
+22,370
| New | +$8.41M | 6.33% | 4 |
|