Perissos Private Wealth Management’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 | $729K | Sell |
1,284
-15,846
| -93% | -$9M | 0.58% | 42 |
|
|
2025
Q1 | $8.8M | Sell |
17,130
-7,889
| -32% | -$4.05M | 8.02% | 2 |
|
|
2024
Q4 | $13.5M | Sell |
25,019
-718
| -3% | -$387K | 10.08% | 1 |
|
|
2024
Q3 | $13.6M | Sell |
25,737
-2,228
| -8% | -$1.18M | 10.9% | 1 |
|
|
2024
Q2 | $14M | Buy |
27,965
+3,169
| +13% | +$1.58M | 12.54% | 1 |
|
|
2024
Q1 | $11.9M | Buy |
+24,796
| New | +$11.9M | 10.81% | 1 |
|