Quotient 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 | $18.7M | Sell |
32,961
-1,219
| -4% | -$692K | 0.55% | 23 |
|
|
2025
Q1 | $17.6M | Sell |
34,180
-3,768
| -10% | -$1.94M | 0.56% | 23 |
|
|
2024
Q4 | $20.4M | Buy |
37,948
+2,494
| +7% | +$1.34M | 0.67% | 22 |
|
|
2024
Q3 | $18.7M | Sell |
35,454
-2,497
| -7% | -$1.32M | 0.61% | 24 |
|
|
2024
Q2 | $19M | Sell |
37,951
-25,064
| -40% | -$12.5M | 0.66% | 22 |
|
|
2024
Q1 | $30.3M | Sell |
63,015
-96,973
| -61% | -$46.6M | 1.08% | 20 |
|
|
2023
Q4 | $69.9M | Buy |
+159,988
| New | +$69.9M | 2.71% | 11 |
|