Seven Mile Advisory’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 | $6.91M | Sell |
12,169
-186
| -2% | -$106K | 4.16% | 5 |
|
|
2025
Q1 | $6.35M | Buy |
12,355
+281
| +2% | +$144K | 4.24% | 4 |
|
|
2024
Q4 | $6.51M | Buy |
12,074
+762
| +7% | +$411K | 4.15% | 6 |
|
|
2024
Q3 | $5.97M | Sell |
11,312
-302
| -3% | -$159K | 3.95% | 5 |
|
|
2024
Q2 | $5.81M | Buy |
11,614
+117
| +1% | +$58.5K | 4.27% | 5 |
|
|
2024
Q1 | $5.53M | Buy |
11,497
+293
| +3% | +$141K | 4.19% | 5 |
|
|
2023
Q4 | $4.89M | Buy |
11,204
+127
| +1% | +$55.5K | 4.24% | 5 |
|
|
2023
Q3 | $4.35M | Buy |
11,077
+4,432
| +67% | +$1.74M | 4.57% | 4 |
|
|
2023
Q2 | $2.71M | Buy |
+6,645
| New | +$2.71M | 3.15% | 7 |
|