Regatta Capital Group’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
$997K Buy
+1,756
New +$997K 0.17% 86
2025
Q1
Sell
-448
Closed -$241K 194
2024
Q4
$241K Buy
448
+31
+7% +$16.7K 0.05% 169
2024
Q3
$220K Buy
+417
New +$220K 0.04% 179