Running Point Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
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|
2025
Q1 | $12.4M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $9.59M | Buy |
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|
2023
Q4 | $7.7M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $964K | Hold |
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|
2023
Q1 | $890K | Buy |
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|
2022
Q4 | $831K | Buy |
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $151K | Sell |
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|
2021
Q3 | $198K | Buy |
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|
2021
Q2 | $134K | Hold |
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|
2021
Q1 | $124K | Hold |
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|
2020
Q4 | $117K | Buy |
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