Pinkerton Retirement Specialists’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 | $1.02M | Buy |
1,795
+217
| +14% | +$123K | 0.12% | 98 |
|
|
2025
Q1 | $811K | Buy |
1,578
+764
| +94% | +$393K | 0.11% | 73 |
|
|
2024
Q4 | $438K | Sell |
814
-47
| -5% | -$25.3K | 0.06% | 105 |
|
|
2024
Q3 | $454K | Buy |
861
+3
| +0.3% | +$1.58K | 0.07% | 103 |
|
|
2024
Q2 | $429K | Buy |
858
+10
| +1% | +$5K | 0.07% | 100 |
|
|
2024
Q1 | $408K | Buy |
848
+335
| +65% | +$161K | 0.07% | 103 |
|
|
2023
Q4 | $224K | Sell |
513
-187
| -27% | -$81.7K | 0.04% | 117 |
|
|
2023
Q3 | $275K | Buy |
700
+2
| +0.3% | +$785 | 0.06% | 109 |
|
|
2023
Q2 | $284K | Buy |
+698
| New | +$284K | 0.06% | 125 |
|