Resurgent Financial Advisors’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 | $229K | Buy |
404
+9
| +2% | +$5.11K | 0.13% | 172 |
|
|
2025
Q1 | $203K | Sell |
395
-181
| -31% | -$93K | 0.12% | 178 |
|
|
2024
Q4 | $310K | Hold |
576
| – | – | 0.18% | 136 |
|
|
2024
Q3 | $304K | Sell |
576
-3
| -0.5% | -$1.58K | 0.18% | 141 |
|
|
2024
Q2 | $290K | Buy |
+579
| New | +$290K | 0.18% | 142 |
|
|
2024
Q1 | – | Sell |
-396
| Closed | -$173K | – | 469 |
|
|
2023
Q4 | $173K | Buy |
396
+9
| +2% | +$3.93K | 0.11% | 179 |
|
|
2023
Q3 | $152K | Sell |
387
-117
| -23% | -$45.9K | 0.1% | 176 |
|
|
2023
Q2 | $205K | Buy |
504
+226
| +81% | +$92K | 0.14% | 139 |
|
|
2023
Q1 | $105K | Sell |
278
-95
| -25% | -$35.7K | 0.07% | 224 |
|
|
2022
Q4 | $131K | Buy |
+373
| New | +$131K | 0.07% | 262 |
|