Pine Harbor 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 | $913K | Buy |
1,607
+12
| +0.8% | +$6.82K | 0.32% | 37 |
|
|
2025
Q1 | $820K | Buy |
1,595
+165
| +12% | +$84.8K | 0.33% | 37 |
|
|
2024
Q4 | $771K | Buy |
1,430
+12
| +0.8% | +$6.47K | 0.31% | 37 |
|
|
2024
Q3 | $749K | Buy |
1,418
+7
| +0.5% | +$3.7K | 0.37% | 38 |
|
|
2024
Q2 | $705K | Hold |
1,411
| – | – | 0.42% | 38 |
|
|
2024
Q1 | $678K | Sell |
1,411
-301
| -18% | -$145K | 0.43% | 41 |
|
|
2023
Q4 | $748K | Buy |
+1,712
| New | +$748K | 0.57% | 32 |
|