Stiles Financial Services’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 | $502K | Hold |
883
| – | – | 0.17% | 116 |
|
|
2025
Q1 | $454K | Hold |
883
| – | – | 0.17% | 117 |
|
|
2024
Q4 | $476K | Hold |
883
| – | – | 0.17% | 120 |
|
|
2024
Q3 | $466K | Hold |
883
| – | – | 0.16% | 120 |
|
|
2024
Q2 | $442K | Sell |
883
-117
| -12% | -$58.5K | 0.17% | 110 |
|
|
2024
Q1 | $425K | Buy |
1,000
+117
| +13% | +$49.7K | 0.17% | 117 |
|
|
2023
Q4 | $386K | Hold |
883
| – | – | 0.18% | 115 |
|
|
2023
Q3 | $347K | Hold |
883
| – | – | 0.18% | 122 |
|
|
2023
Q2 | $360K | Hold |
883
| – | – | 0.18% | 130 |
|
|
2023
Q1 | $332K | Buy |
+883
| New | +$332K | 0.18% | 130 |
|
|
2022
Q3 | – | Sell |
-954
| Closed | -$331K | – | 186 |
|
|
2022
Q2 | $331K | Hold |
954
| – | – | 0.2% | 120 |
|
|
2022
Q1 | $396K | Hold |
954
| – | – | 0.2% | 120 |
|
|
2021
Q4 | $416K | Buy |
+954
| New | +$416K | 0.2% | 117 |
|