Sound Stewardship’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
$348K Sell
612
-3
-0.5% -$1.71K 0.18% 51
2025
Q1
$316K Sell
615
-41
-6% -$21.1K 0.18% 49
2024
Q4
$354K Sell
656
-6
-0.9% -$3.23K 0.21% 45
2024
Q3
$349K Sell
662
-28
-4% -$14.8K 0.2% 45
2024
Q2
$345K Hold
690
0.21% 45
2024
Q1
$332K Sell
690
-5
-0.7% -$2.4K 0.2% 47
2023
Q4
$304K Sell
695
-6
-0.9% -$2.62K 0.2% 54
2023
Q3
$275K Sell
701
-105
-13% -$41.2K 0.18% 59
2023
Q2
$328K Buy
806
+90
+13% +$36.7K 0.22% 54
2023
Q1
$269K Sell
716
-62
-8% -$23.3K 0.18% 56
2022
Q4
$273K Buy
+778
New +$273K 0.2% 52