Sonora Investment Management 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 | $2.58M | Sell |
4,548
-162
| -3% | -$92K | 0.19% | 91 |
|
|
2025
Q1 | $2.42M | Sell |
4,710
-291
| -6% | -$150K | 0.19% | 94 |
|
|
2024
Q4 | $2.69M | Buy |
5,001
+1,005
| +25% | +$542K | 0.21% | 93 |
|
|
2024
Q3 | $2.11M | Sell |
3,996
-65
| -2% | -$34.3K | 0.16% | 105 |
|
|
2024
Q2 | $1.95M | Hold |
4,061
| – | – | 0.15% | 112 |
|
|
2024
Q1 | $1.95M | Buy |
4,061
+51
| +1% | +$24.5K | 0.15% | 112 |
|
|
2023
Q4 | $1.75M | Buy |
4,010
+462
| +13% | +$202K | 0.14% | 112 |
|
|
2023
Q3 | $1.39M | Buy |
3,548
+1
| +0% | +$393 | 0.12% | 126 |
|
|
2023
Q2 | $1.44M | Buy |
3,547
+2,780
| +362% | +$1.13M | 0.12% | 123 |
|
|
2023
Q1 | $288K | Sell |
767
-2,946
| -79% | -$1.11M | 0.03% | 215 |
|
|
2022
Q4 | $1.3M | Buy |
+3,713
| New | +$1.3M | 0.12% | 120 |
|
|
2022
Q1 | – | Sell |
-457
| Closed | -$200K | – | 234 |
|
|
2021
Q4 | $200K | Buy |
+457
| New | +$200K | 0.02% | 201 |
|