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