Stage Harbor Financial’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 | $297K | Sell |
523
-1,625
| -76% | -$923K | 0.24% | 43 |
|
|
2025
Q1 | $1.1M | Hold |
2,148
| – | – | 0.93% | 17 |
|
|
2024
Q4 | $1.16M | Buy |
2,148
+95
| +5% | +$51.2K | 1.01% | 16 |
|
|
2024
Q3 | $1.09M | Sell |
2,053
-6,839
| -77% | -$3.64M | 1% | 16 |
|
|
2024
Q2 | $4.45M | Buy |
8,892
+1,783
| +25% | +$892K | 4.3% | 9 |
|
|
2024
Q1 | $3.42M | Sell |
7,109
-40
| -0.6% | -$19.2K | 3.11% | 13 |
|
|
2023
Q4 | $3.12M | Buy |
+7,149
| New | +$3.12M | 3.01% | 13 |
|