Sightline Wealth 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 | $1.39M | Sell |
2,449
-856
| -26% | -$486K | 0.67% | 32 |
|
|
2025
Q1 | $1.7M | Buy |
3,305
+578
| +21% | +$297K | 0.9% | 23 |
|
|
2024
Q4 | $1.47M | Buy |
2,727
+6
| +0.2% | +$3.23K | 0.79% | 27 |
|
|
2024
Q3 | $1.44M | Sell |
2,721
-46
| -2% | -$24.3K | 0.79% | 27 |
|
|
2024
Q2 | $1.38M | Buy |
2,767
+12
| +0.4% | +$6K | 0.86% | 25 |
|
|
2024
Q1 | $1.32M | Buy |
2,755
+3
| +0.1% | +$1.44K | 0.87% | 27 |
|
|
2023
Q4 | $1.2M | Buy |
2,752
+371
| +16% | +$162K | 0.91% | 25 |
|
|
2023
Q3 | $935K | Sell |
2,381
-71
| -3% | -$27.9K | 0.87% | 27 |
|
|
2023
Q2 | $922K | Buy |
2,452
+211
| +9% | +$79.4K | 0.92% | 25 |
|
|
2023
Q1 | $843K | Buy |
2,241
+3
| +0.1% | +$1.13K | 0.86% | 27 |
|
|
2022
Q4 | $786K | Buy |
2,238
+1,239
| +124% | +$435K | 0.85% | 26 |
|
|
2022
Q3 | $337K | Buy |
999
+379
| +61% | +$128K | 0.4% | 39 |
|
|
2022
Q2 | $214K | Buy |
+620
| New | +$214K | 0.21% | 48 |
|