Paragon Financial Partners’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 | $685K | Sell |
1,206
-14
| -1% | -$7.95K | 0.47% | 32 |
|
|
2025
Q1 | $627K | Buy |
1,220
+147
| +14% | +$75.6K | 0.49% | 32 |
|
|
2024
Q4 | $578K | Buy |
1,073
+29
| +3% | +$15.6K | 0.44% | 34 |
|
|
2024
Q3 | $551K | Buy |
1,044
+153
| +17% | +$80.7K | 0.4% | 43 |
|
|
2024
Q2 | $446K | Hold |
891
| – | – | 0.35% | 47 |
|
|
2024
Q1 | $428K | Buy |
891
+1
| +0.1% | +$481 | 0.35% | 49 |
|
|
2023
Q4 | $389K | Sell |
890
-75
| -8% | -$32.7K | 0.37% | 51 |
|
|
2023
Q3 | $379K | Buy |
965
+150
| +18% | +$58.9K | 0.39% | 49 |
|
|
2023
Q2 | $332K | Sell |
815
-291
| -26% | -$119K | 0.31% | 57 |
|
|
2023
Q1 | $416K | Sell |
1,106
-29
| -3% | -$10.9K | 0.44% | 46 |
|
|
2022
Q4 | $399K | Buy |
1,135
+175
| +18% | +$61.5K | 0.44% | 44 |
|
|
2022
Q3 | $315K | Buy |
960
+45
| +5% | +$14.8K | 0.35% | 54 |
|
|
2022
Q2 | $317K | Hold |
915
| – | – | 0.33% | 56 |
|
|
2022
Q1 | $380K | Buy |
915
+35
| +4% | +$14.5K | 0.33% | 59 |
|
|
2021
Q4 | $384K | Buy |
+880
| New | +$384K | 0.32% | 59 |
|