PrairieView Partners’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 | $750K | Buy |
1,322
+373
| +39% | +$212K | 0.07% | 74 |
|
2025
Q1 | $487K | Sell |
949
-2
| -0.2% | -$1.03K | 0.05% | 87 |
|
2024
Q4 | $512K | Sell |
951
-12
| -1% | -$6.46K | 0.05% | 89 |
|
2024
Q3 | $507K | Buy |
963
+20
| +2% | +$10.5K | 0.05% | 89 |
|
2024
Q2 | $471K | Hold |
943
| – | – | 0.05% | 92 |
|
2024
Q1 | $454K | Buy |
943
+15
| +2% | +$7.22K | 0.05% | 82 |
|
2023
Q4 | $405K | Sell |
928
-39
| -4% | -$17K | 0.05% | 86 |
|
2023
Q3 | $379K | Buy |
967
+161
| +20% | +$63.1K | 0.05% | 83 |
|
2023
Q2 | $328K | Sell |
806
-11
| -1% | -$4.48K | 0.04% | 92 |
|
2023
Q1 | $307K | Sell |
817
-5
| -0.6% | -$1.88K | 0.04% | 90 |
|
2022
Q4 | $288K | Buy |
822
+8
| +1% | +$2.8K | 0.04% | 91 |
|
2022
Q3 | $267K | Hold |
814
| – | – | 0.04% | 88 |
|
2022
Q2 | $282K | Sell |
814
-7
| -0.9% | -$2.43K | 0.04% | 90 |
|
2022
Q1 | $341K | Buy |
821
+14
| +2% | +$5.82K | 0.05% | 86 |
|
2021
Q4 | $352K | Sell |
807
-9
| -1% | -$3.93K | 0.05% | 76 |
|
2021
Q3 | $322K | Sell |
816
-4
| -0.5% | -$1.58K | 0.05% | 73 |
|
2021
Q2 | $323K | Sell |
820
-118
| -13% | -$46.5K | 0.05% | 74 |
|
2021
Q1 | $342K | Buy |
938
+423
| +82% | +$154K | 0.05% | 70 |
|
2020
Q4 | $177K | Hold |
515
| – | – | 0.03% | 92 |
|
2020
Q3 | $158K | Hold |
515
| – | – | 0.03% | 87 |
|
2020
Q2 | $146K | Sell |
515
-68
| -12% | -$19.3K | 0.03% | 92 |
|
2020
Q1 | $138K | Sell |
583
-97
| -14% | -$23K | 0.03% | 95 |
|
2019
Q4 | $201K | Buy |
+680
| New | +$201K | 0.04% | 84 |
|