Stephen J. Garry & Associates’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 | $9.89M | Buy |
17,417
+379
| +2% | +$215K | 8.55% | 3 |
|
|
2025
Q1 | $8.76M | Buy |
17,038
+503
| +3% | +$258K | 8.19% | 4 |
|
|
2024
Q4 | $8.91M | Buy |
16,535
+1,112
| +7% | +$599K | 8.23% | 3 |
|
|
2024
Q3 | $8.14M | Buy |
15,423
+1,080
| +8% | +$570K | 7.74% | 2 |
|
|
2024
Q2 | $7.17M | Buy |
14,343
+537
| +4% | +$269K | 7.26% | 3 |
|
|
2024
Q1 | $6.64M | Buy |
13,806
+2,165
| +19% | +$1.04M | 6.87% | 3 |
|
|
2023
Q4 | $5.08M | Buy |
+11,641
| New | +$5.08M | 5.63% | 7 |
|