Sharp 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 | $25.7M | Buy |
45,266
+43,948
| +3,334% | +$25M | 16.58% | 1 |
|
|
2025
Q1 | $677K | Buy |
1,318
+174
| +15% | +$89.4K | 0.52% | 29 |
|
|
2024
Q4 | $616K | Buy |
1,144
+128
| +13% | +$69K | 0.47% | 33 |
|
|
2024
Q3 | $536K | Buy |
1,016
+30
| +3% | +$15.8K | 0.41% | 41 |
|
|
2024
Q2 | $493K | Buy |
986
+316
| +47% | +$158K | 0.42% | 40 |
|
|
2024
Q1 | $322K | Buy |
+670
| New | +$322K | 0.3% | 69 |
|