Portside Wealth Group’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 | $1.69M | Buy |
2,967
+108
| +4% | +$61.4K | 0.25% | 91 |
|
|
2025
Q1 | $1.47M | Buy |
2,859
+62
| +2% | +$31.9K | 0.24% | 99 |
|
|
2024
Q4 | $1.51M | Buy |
2,797
+464
| +20% | +$250K | 0.25% | 92 |
|
|
2024
Q3 | $1.23M | Buy |
2,333
+254
| +12% | +$134K | 0.21% | 108 |
|
|
2024
Q2 | $1.04M | Sell |
2,079
-283
| -12% | -$142K | 0.2% | 118 |
|
|
2024
Q1 | $1.14M | Buy |
2,362
+371
| +19% | +$178K | 0.21% | 117 |
|
|
2023
Q4 | $870K | Buy |
1,991
+29
| +1% | +$12.7K | 0.16% | 141 |
|
|
2023
Q3 | $771K | Sell |
1,962
-35
| -2% | -$13.8K | 0.15% | 144 |
|
|
2023
Q2 | $813K | Buy |
+1,997
| New | +$813K | 0.15% | 146 |
|