Seneca House 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 | $279K | Buy |
491
+43
| +10% | +$24.4K | 0.12% | 74 |
|
|
2025
Q1 | $230K | Buy |
448
+60
| +15% | +$30.8K | 0.1% | 79 |
|
|
2024
Q4 | $209K | Sell |
388
-6
| -2% | -$3.23K | 0.08% | 87 |
|
|
2024
Q3 | $208K | Buy |
+394
| New | +$208K | 0.09% | 86 |
|
|
2022
Q3 | – | Sell |
-619
| Closed | -$215K | – | 87 |
|
|
2022
Q2 | $215K | Sell |
619
-6
| -1% | -$2.08K | 0.14% | 84 |
|
|
2022
Q1 | $260K | Buy |
+625
| New | +$260K | 0.14% | 77 |
|