Paladin Advisory 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 | $1.82M | Sell |
3,205
-218
| -6% | -$124K | 1.39% | 25 |
|
|
2025
Q1 | $1.76M | Buy |
3,423
+558
| +19% | +$287K | 1.41% | 24 |
|
|
2024
Q4 | $1.54M | Sell |
2,865
-140
| -5% | -$75.4K | 1.18% | 29 |
|
|
2024
Q3 | $1.59M | Sell |
3,005
-4
| -0.1% | -$2.11K | 1.17% | 29 |
|
|
2024
Q2 | $1.51M | Sell |
3,009
-82
| -3% | -$41.1K | 1.18% | 29 |
|
|
2024
Q1 | $1.48M | Sell |
3,091
-130
| -4% | -$62.4K | 1.17% | 29 |
|
|
2023
Q4 | $1.41M | Sell |
3,221
-273
| -8% | -$119K | 1.16% | 29 |
|
|
2023
Q3 | $1.37M | Sell |
3,494
-92
| -3% | -$36.1K | 1.16% | 29 |
|
|
2023
Q2 | $1.46M | Buy |
3,586
+17
| +0.5% | +$6.93K | 1.17% | 28 |
|
|
2023
Q1 | $1.34M | Buy |
+3,569
| New | +$1.34M | 1.12% | 29 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 244 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 249 |
|
|
2022
Q2 | – | Sell |
-3,500
| Closed | -$1.46M | – | 250 |
|
|
2022
Q1 | $1.46M | Buy |
+3,500
| New | +$1.46M | 1.19% | 28 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 242 |
|