Safeguard Financial’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
Q1 | $5.61M | Sell |
10,923
-466
| -4% | -$239K | 1.23% | 10 |
|
|
2024
Q4 | $6.14M | Buy |
11,389
+3,546
| +45% | +$1.91M | 1.33% | 9 |
|
|
2024
Q3 | $4.14M | Buy |
7,843
+129
| +2% | +$68.1K | 0.98% | 10 |
|
|
2024
Q2 | $3.86M | Buy |
7,714
+1,209
| +19% | +$605K | 1.07% | 10 |
|
|
2024
Q1 | $3.13M | Sell |
6,505
-499
| -7% | -$240K | 1.02% | 12 |
|
|
2023
Q4 | $3.06M | Sell |
7,004
-199
| -3% | -$86.9K | 1.16% | 12 |
|
|
2023
Q3 | $2.83M | Buy |
7,203
+1,535
| +27% | +$603K | 1.36% | 12 |
|
|
2023
Q2 | $2.31M | Buy |
5,668
+2,131
| +60% | +$868K | 1.11% | 12 |
|
|
2023
Q1 | $1.33M | Buy |
3,537
+944
| +36% | +$355K | 0.81% | 19 |
|
|
2022
Q4 | $911K | Buy |
2,593
+1,122
| +76% | +$394K | 0.65% | 28 |
|
|
2022
Q3 | $483K | Buy |
1,471
+368
| +33% | +$121K | 0.45% | 34 |
|
|
2022
Q2 | $382K | Buy |
1,103
+131
| +13% | +$45.4K | 0.46% | 34 |
|
|
2022
Q1 | $404K | Buy |
+972
| New | +$404K | 0.6% | 31 |
|