Paragon Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $740K | Buy |
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|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $627K | Buy |
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|
2024
Q4 | $578K | Buy |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $317K | Hold |
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|
2022
Q1 | $380K | Buy |
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|
2021
Q4 | $384K | Buy |
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