Sivia Capital Partners’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 | $11.7M | Sell |
20,641
-53
| -0.3% | -$30.1K | 3.51% | 4 |
|
2025
Q1 | $10.6M | Buy |
20,694
+127
| +0.6% | +$65.3K | 4.96% | 2 |
|
2024
Q4 | $11.1M | Buy |
20,567
+128
| +0.6% | +$69K | 5.51% | 2 |
|
2024
Q3 | $10.8M | Sell |
20,439
-415
| -2% | -$219K | 6.37% | 1 |
|
2024
Q2 | $10.4M | Buy |
20,854
+504
| +2% | +$252K | 6.98% | 1 |
|
2024
Q1 | $9.78M | Buy |
20,350
+65
| +0.3% | +$31.2K | 6.65% | 1 |
|
2023
Q4 | $8.86M | Buy |
+20,285
| New | +$8.86M | 6.75% | 1 |
|