Precedent Wealth 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 | $8.81M | Buy |
15,504
+2,375
| +18% | +$1.35M | 2.16% | 9 |
|
|
2025
Q1 | $6.75M | Buy |
13,129
+2,919
| +29% | +$1.5M | 1.87% | 12 |
|
|
2024
Q4 | $5.5M | Buy |
10,210
+2,820
| +38% | +$1.52M | 1.8% | 13 |
|
|
2024
Q3 | $3.9M | Buy |
7,390
+2,974
| +67% | +$1.57M | 1.29% | 17 |
|
|
2024
Q2 | $2.21M | Buy |
4,416
+1,073
| +32% | +$537K | 0.89% | 30 |
|
|
2024
Q1 | $1.61M | Buy |
3,343
+1,040
| +45% | +$500K | 0.69% | 34 |
|
|
2023
Q4 | $1.01M | Buy |
+2,303
| New | +$1.01M | 0.51% | 45 |
|