Principal Securities’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 | $11.1M | Buy |
19,463
+4,195
| +27% | +$2.38M | 0.21% | 93 |
|
|
2025
Q1 | $8.23M | Hold |
15,268
| – | – | 0.18% | 107 |
|
|
2024
Q4 | $8.23M | Buy |
15,268
+3,948
| +35% | +$2.13M | 0.19% | 105 |
|
|
2024
Q3 | $5.97M | Buy |
11,320
+921
| +9% | +$486K | 0.14% | 135 |
|
|
2024
Q2 | $5.2M | Buy |
10,399
+1,796
| +21% | +$898K | 0.14% | 133 |
|
|
2024
Q1 | $4.14M | Buy |
8,603
+1,213
| +16% | +$583K | 0.13% | 151 |
|
|
2023
Q4 | $3.23M | Buy |
+7,390
| New | +$3.23M | 0.12% | 169 |
|