Searcy Financial Services’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 | $7.26M | Buy |
12,790
+280
| +2% | +$159K | 2.95% | 14 |
|
2025
Q1 | $6.43M | Buy |
12,510
+889
| +8% | +$457K | 2.78% | 14 |
|
2024
Q4 | $6.26M | Sell |
11,621
-14
| -0.1% | -$7.54K | 2.89% | 13 |
|
2024
Q3 | $6.14M | Buy |
11,635
+463
| +4% | +$244K | 2.88% | 13 |
|
2024
Q2 | $5.59M | Buy |
11,172
+148
| +1% | +$74K | 2.79% | 13 |
|
2024
Q1 | $5.3M | Buy |
+11,024
| New | +$5.3M | 2.7% | 13 |
|