OP
ORG Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Buy |
7,425
+36
| +0.5% | +$20.4K | 0.9% | 20 |
|
|
2025
Q1 | $3.81M | Sell |
7,389
-45,348
| -86% | -$23.4M | 0.94% | 18 |
|
|
2024
Q4 | $28.4M | Buy |
52,737
+752
| +1% | +$405K | 3.86% | 3 |
|
|
2024
Q3 | $27.4M | Buy |
51,985
+998
| +2% | +$527K | 4.39% | 2 |
|
|
2024
Q2 | $25.6M | Buy |
+50,987
| New | +$25.6M | 3.18% | 3 |
|
|
2024
Q1 | – | Sell |
-49,428
| Closed | -$21.6M | – | 1111 |
|
|
2023
Q4 | $21.6M | Buy |
49,428
+46,101
| +1,386% | +$20.1M | 3.61% | 3 |
|
|
2023
Q3 | $1.31M | Sell |
3,327
-34,694
| -91% | -$13.6M | 0.39% | 49 |
|
|
2023
Q2 | $15.5M | Buy |
38,021
+1,896
| +5% | +$774K | 2.52% | 4 |
|
|
2023
Q1 | $13.6M | Buy |
+36,125
| New | +$13.6M | 3.33% | 5 |
|