Seven Post Investment Office’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 | $216K | Sell |
380
-20
| -5% | -$11.4K | 0.08% | 33 |
|
|
2025
Q1 | $206K | Sell |
400
-45
| -10% | -$23.1K | 0.08% | 33 |
|
|
2024
Q4 | $240K | Buy |
445
+8
| +2% | +$4.31K | 0.09% | 33 |
|
|
2024
Q3 | $231K | Buy |
437
+5
| +1% | +$2.64K | 0.03% | 52 |
|
|
2024
Q2 | $216K | Sell |
432
-57
| -12% | -$28.5K | 0.04% | 53 |
|
|
2024
Q1 | $235K | Buy |
+489
| New | +$235K | 0.06% | 52 |
|