Prospect Financial Services’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 | $5.91M | Buy |
10,408
+3,008
| +41% | +$1.71M | 3.69% | 7 |
|
|
2025
Q1 | $3.8M | Buy |
7,400
+3,090
| +72% | +$1.59M | 2.11% | 16 |
|
|
2024
Q4 | $2.32M | Buy |
4,310
+246
| +6% | +$133K | 1.27% | 23 |
|
|
2024
Q3 | $2.14M | Buy |
4,064
+1,987
| +96% | +$1.05M | 1.33% | 22 |
|
|
2024
Q2 | $1.04M | Sell |
2,077
-5
| -0.2% | -$2.5K | 0.8% | 31 |
|
|
2024
Q1 | $1M | Buy |
2,082
+64
| +3% | +$30.8K | 0.83% | 30 |
|
|
2023
Q4 | $881K | Buy |
+2,018
| New | +$881K | 0.89% | 26 |
|