Peachtree Investment 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 | $12.4M | Sell |
21,861
-2,230
| -9% | -$1.27M | 4.74% | 6 |
|
2025
Q1 | $12.4M | Sell |
24,091
-8,320
| -26% | -$4.28M | 4.89% | 6 |
|
2024
Q4 | $17.5M | Buy |
32,411
+3,337
| +11% | +$1.8M | 6.54% | 4 |
|
2024
Q3 | $15.3M | Sell |
29,074
-419
| -1% | -$221K | 5.77% | 4 |
|
2024
Q2 | $14.8M | Sell |
29,493
-5,450
| -16% | -$2.73M | 5.79% | 4 |
|
2024
Q1 | $16.8M | Buy |
34,943
+3,135
| +10% | +$1.51M | 6.79% | 4 |
|
2023
Q4 | $13.9M | Buy |
31,808
+29,283
| +1,160% | +$12.8M | 5.7% | 5 |
|
2023
Q3 | $992K | Sell |
2,525
-11,079
| -81% | -$4.35M | 0.51% | 30 |
|
2023
Q2 | $5.54M | Buy |
13,604
+11,732
| +627% | +$4.78M | 2.53% | 11 |
|
2023
Q1 | $704K | Buy |
1,872
+399
| +27% | +$150K | 0.44% | 34 |
|
2022
Q4 | $1.04M | Buy |
1,473
+1,247
| +552% | +$883K | 0.64% | 31 |
|
2022
Q3 | $74K | Sell |
226
-552
| -71% | -$181K | 0.05% | 80 |
|
2022
Q2 | $270K | Sell |
778
-13,023
| -94% | -$4.52M | 0.17% | 65 |
|
2022
Q1 | $5.73M | Buy |
13,801
+11,650
| +542% | +$4.84M | 2.63% | 9 |
|
2021
Q4 | $939K | Buy |
2,151
+2,097
| +3,883% | +$915K | 0.39% | 41 |
|
2021
Q3 | $21K | Hold |
54
| – | – | 0.01% | 84 |
|
2021
Q2 | $21K | Sell |
54
-47
| -47% | -$18.3K | 0.01% | 87 |
|
2021
Q1 | $37K | Buy |
+101
| New | +$37K | 0.02% | 80 |
|