Parcion Private Wealth’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 | $1.29M | Hold |
2,266
| – | – | 0.09% | 113 |
|
|
2025
Q1 | $1.16M | Hold |
2,266
| – | – | 0.09% | 119 |
|
|
2024
Q4 | $1.22M | Sell |
2,266
-643
| -22% | -$346K | 0.09% | 112 |
|
|
2024
Q3 | $1.53M | Buy |
2,909
+2
| +0.1% | +$1.06K | 0.13% | 97 |
|
|
2024
Q2 | $1.45M | Sell |
2,907
-660
| -19% | -$330K | 0.13% | 97 |
|
|
2024
Q1 | $1.71M | Hold |
3,567
| – | – | 0.15% | 90 |
|
|
2023
Q4 | $1.56M | Buy |
3,567
+5
| +0.1% | +$2.18K | 0.14% | 91 |
|
|
2023
Q3 | $1.4M | Hold |
3,562
| – | – | 0.15% | 92 |
|
|
2023
Q2 | $1.45M | Sell |
3,562
-985
| -22% | -$401K | 0.15% | 91 |
|
|
2023
Q1 | $1.71M | Hold |
4,547
| – | – | 0.18% | 85 |
|
|
2022
Q4 | $1.6M | Buy |
4,547
+20
| +0.4% | +$7.03K | 0.17% | 90 |
|
|
2022
Q3 | $1.49M | Sell |
4,527
-1,324
| -23% | -$435K | 0.17% | 94 |
|
|
2022
Q2 | $2.13M | Buy |
+5,851
| New | +$2.13M | 0.21% | 93 |
|