SevenBridge Financial Group’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 | $226K | Hold |
382
| – | – | 0.04% | 201 |
|
|
2025
Q1 | $205K | Hold |
382
| – | – | 0.04% | 212 |
|
|
2024
Q4 | $213K | Sell |
382
-2
| -0.5% | -$1.11K | 0.04% | 213 |
|
|
2024
Q3 | $211K | Sell |
384
-55
| -13% | -$30.3K | 0.04% | 213 |
|
|
2024
Q2 | $211K | Buy |
+439
| New | +$211K | 0.05% | 199 |
|
|
2018
Q1 | – | Sell |
-25
| Closed | -$6K | – | 631 |
|
|
2017
Q4 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 494 |
|