Old Port Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $225K | Sell |
396
-54
| -12% | -$30.7K | 0.06% | 218 |
|
2025
Q1 | $231K | Sell |
450
-18
| -4% | -$9.25K | 0.07% | 204 |
|
2024
Q4 | $252K | Buy |
+468
| New | +$252K | 0.07% | 199 |
|
2023
Q4 | – | Sell |
-551
| Closed | -$216K | – | 220 |
|
2023
Q3 | $216K | Buy |
+551
| New | +$216K | 0.08% | 193 |
|