Sanctuary Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.75M | Buy |
16,233
+7,508
| +86% | +$4.05M | 5.79% | 6 |
|
|
2024
Q3 | $4.6M | Buy |
8,725
+2,450
| +39% | +$1.29M | 3.29% | 7 |
|
|
2024
Q2 | $3.14M | Buy |
6,275
+2,120
| +51% | +$1.06M | 2.38% | 8 |
|
|
2024
Q1 | $2M | Buy |
4,155
+3,676
| +767% | +$1.77M | 1.63% | 11 |
|
|
2023
Q4 | $209K | Buy |
479
+212
| +79% | +$92.6K | 0.2% | 34 |
|
|
2023
Q3 | $105K | Hold |
267
| – | – | 0.11% | 49 |
|
|
2023
Q2 | $109K | Buy |
+267
| New | +$109K | 0.12% | 49 |
|
|
2022
Q4 | $93.8K | Buy |
+267
| New | +$93.8K | 0.11% | 47 |
|