Stewardship Advisors’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 | $304K | Hold |
536
| – | – | 0.08% | 105 |
|
|
2025
Q1 | $275K | Buy |
536
+112
| +26% | +$57.6K | 0.07% | 111 |
|
|
2024
Q4 | $228K | Buy |
424
+3
| +0.7% | +$1.62K | 0.06% | 137 |
|
|
2024
Q3 | $222K | Sell |
421
-28
| -6% | -$14.8K | 0.06% | 132 |
|
|
2024
Q2 | $225K | Buy |
449
+3
| +0.7% | +$1.5K | 0.07% | 63 |
|
|
2024
Q1 | $214K | Buy |
+446
| New | +$214K | 0.07% | 59 |
|