Paragon Advisors’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 | $397K | Buy |
699
+13
| +2% | +$7.38K | 0.1% | 66 |
|
2025
Q1 | $352K | Sell |
686
-22
| -3% | -$11.3K | 0.13% | 72 |
|
2024
Q4 | $382K | Sell |
708
-2
| -0.3% | -$1.08K | 0.13% | 71 |
|
2024
Q3 | $374K | Buy |
710
+100
| +16% | +$52.7K | 0.12% | 67 |
|
2024
Q2 | $305K | Sell |
610
-229
| -27% | -$115K | 0.11% | 68 |
|
2024
Q1 | $403K | Sell |
839
-3,031
| -78% | -$1.46M | 0.16% | 67 |
|
2023
Q4 | $1.69M | Buy |
3,870
+455
| +13% | +$199K | 0.71% | 32 |
|
2023
Q3 | $1.34M | Sell |
3,415
-2,419
| -41% | -$950K | 0.55% | 41 |
|
2023
Q2 | $2.38M | Buy |
5,834
+2,200
| +61% | +$896K | 0.77% | 39 |
|
2023
Q1 | $1.37M | Buy |
3,634
+588
| +19% | +$221K | 0.46% | 55 |
|
2022
Q4 | $1.07M | Sell |
3,046
-1,150
| -27% | -$404K | 0.47% | 51 |
|
2022
Q3 | $1.38M | Buy |
+4,196
| New | +$1.38M | 0.7% | 37 |
|