Principle 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 | $3.16M | Buy |
5,561
+511
| +10% | +$290K | 0.2% | 95 |
|
|
2025
Q1 | $2.6M | Sell |
5,050
-27
| -0.5% | -$13.9K | 0.19% | 107 |
|
|
2024
Q4 | $2.74M | Sell |
5,077
-9
| -0.2% | -$4.85K | 0.19% | 108 |
|
|
2024
Q3 | $2.68M | Sell |
5,086
-10
| -0.2% | -$5.28K | 0.19% | 109 |
|
|
2024
Q2 | $2.55M | Sell |
5,096
-51
| -1% | -$25.5K | 0.19% | 108 |
|
|
2024
Q1 | $2.47M | Sell |
5,147
-62
| -1% | -$29.8K | 0.19% | 112 |
|
|
2023
Q4 | $2.28M | Buy |
5,209
+79
| +2% | +$34.5K | 0.2% | 113 |
|
|
2023
Q3 | $2.01M | Buy |
5,130
+1
| +0% | +$393 | 0.2% | 105 |
|
|
2023
Q2 | $2.09M | Sell |
5,129
-6
| -0.1% | -$2.44K | 0.21% | 100 |
|
|
2023
Q1 | $1.93M | Sell |
5,135
-743
| -13% | -$279K | 0.21% | 97 |
|
|
2022
Q4 | $2.07M | Sell |
5,878
-314
| -5% | -$110K | 0.23% | 92 |
|
|
2022
Q3 | $2.03K | Sell |
6,192
-228
| -4% | -$75 | 0.19% | 89 |
|
|
2022
Q2 | $2.23M | Buy |
6,420
+1,388
| +28% | +$481K | 0.27% | 84 |
|
|
2022
Q1 | $2.09M | Buy |
5,032
+208
| +4% | +$86.4K | 0.22% | 96 |
|
|
2021
Q4 | $2.11M | Buy |
4,824
+2,652
| +122% | +$1.16M | 0.22% | 88 |
|
|
2021
Q3 | $857K | Buy |
2,172
+9
| +0.4% | +$3.55K | 0.1% | 143 |
|
|
2021
Q2 | $851K | Sell |
2,163
-60
| -3% | -$23.6K | 0.1% | 145 |
|
|
2021
Q1 | $810K | Buy |
2,223
+192
| +9% | +$70K | 0.09% | 142 |
|
|
2020
Q4 | $698K | Buy |
+2,031
| New | +$698K | 0.09% | 146 |
|
|
2020
Q3 | – | Sell |
-401
| Closed | -$114K | – | 424 |
|
|
2020
Q2 | $114K | Buy |
+401
| New | +$114K | 0.03% | 196 |
|