Optimist Retirement 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 | $2.55M | Hold |
4,496
| – | – | 1.22% | 16 |
|
|
2025
Q1 | $2.31M | Sell |
4,496
-611
| -12% | -$314K | 1.16% | 26 |
|
|
2024
Q4 | $2.75M | Sell |
5,107
-42
| -0.8% | -$22.6K | 1.3% | 13 |
|
|
2024
Q3 | $2.72M | Sell |
5,149
-25
| -0.5% | -$13.2K | 1.23% | 14 |
|
|
2024
Q2 | $2.59M | Sell |
5,174
-128
| -2% | -$64K | 1.36% | 12 |
|
|
2024
Q1 | $2.55M | Sell |
5,302
-165
| -3% | -$79.3K | 1.31% | 11 |
|
|
2023
Q4 | $2.39M | Buy |
+5,467
| New | +$2.39M | 1.55% | 14 |
|