Pursue 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 | $2.43M | Buy |
4,271
+933
| +28% | +$530K | 1.38% | 23 |
|
|
2025
Q1 | $1.72M | Buy |
3,338
+301
| +10% | +$155K | 1.04% | 30 |
|
|
2024
Q4 | $1.64M | Buy |
3,037
+318
| +12% | +$171K | 0.94% | 34 |
|
|
2024
Q3 | $1.43M | Buy |
2,719
+1,366
| +101% | +$721K | 0.78% | 36 |
|
|
2024
Q2 | $676K | Buy |
1,353
+210
| +18% | +$105K | 0.37% | 50 |
|
|
2024
Q1 | $549K | Buy |
1,143
+76
| +7% | +$36.5K | 0.32% | 58 |
|
|
2023
Q4 | $466K | Buy |
1,067
+18
| +2% | +$7.87K | 0.3% | 61 |
|
|
2023
Q3 | $412K | Buy |
1,049
+279
| +36% | +$110K | 0.29% | 62 |
|
|
2023
Q2 | $314K | Hold |
770
| – | – | 0.2% | 77 |
|
|
2023
Q1 | $290K | Buy |
+770
| New | +$290K | 0.2% | 84 |
|
|
2022
Q4 | – | Sell |
-770
| Closed | -$253K | – | 117 |
|
|
2022
Q3 | $253K | Sell |
770
-9
| -1% | -$2.96K | 0.18% | 89 |
|
|
2022
Q2 | $270K | Buy |
779
+78
| +11% | +$27K | 0.17% | 93 |
|
|
2022
Q1 | $289K | Hold |
701
| – | – | 0.12% | 110 |
|
|
2021
Q4 | $306K | Buy |
+701
| New | +$306K | 0.12% | 114 |
|