Pineridge Advisors’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 | $435K | Sell |
766
-43
| -5% | -$24.4K | 0.16% | 26 |
|
|
2025
Q1 | $416K | Sell |
809
-352
| -30% | -$181K | 0.16% | 27 |
|
|
2024
Q4 | $625K | Sell |
1,161
-168
| -13% | -$90.5K | 0.24% | 27 |
|
|
2024
Q3 | $701K | Sell |
1,329
-14
| -1% | -$7.39K | 0.27% | 33 |
|
|
2024
Q2 | $672K | Sell |
1,343
-295
| -18% | -$148K | 0.23% | 34 |
|
|
2024
Q1 | $787K | Sell |
1,638
-555
| -25% | -$267K | 0.28% | 26 |
|
|
2023
Q4 | $958K | Buy |
+2,193
| New | +$958K | 0.32% | 25 |
|