SPC
Spirepoint Private Client’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
9,552
+713
| +8% | +$405K | 0.61% | 49 |
|
|
2025
Q1 | $4.54M | Sell |
8,839
-47
| -0.5% | -$24.2K | 0.59% | 50 |
|
|
2024
Q4 | $4.79M | Sell |
8,886
-190
| -2% | -$102K | 0.6% | 47 |
|
|
2024
Q3 | $4.79M | Buy |
9,076
+9
| +0.1% | +$4.75K | 0.63% | 46 |
|
|
2024
Q2 | $4.53M | Sell |
9,067
-284
| -3% | -$142K | 0.64% | 41 |
|
|
2024
Q1 | $4.5M | Buy |
+9,351
| New | +$4.5M | 0.68% | 36 |
|