Stonebridge Financial Planning Group’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 | $1.66M | Sell |
2,914
-65
| -2% | -$36.9K | 0.69% | 48 |
|
|
2025
Q1 | $1.53M | Sell |
2,979
-114
| -4% | -$58.6K | 0.7% | 44 |
|
|
2024
Q4 | $1.67M | Sell |
3,093
-23
| -0.7% | -$12.4K | 0.74% | 40 |
|
|
2024
Q3 | $1.64M | Sell |
3,116
-368
| -11% | -$194K | 0.78% | 39 |
|
|
2024
Q2 | $1.74M | Sell |
3,484
-152
| -4% | -$76K | 0.88% | 34 |
|
|
2024
Q1 | $1.75M | Buy |
3,636
+94
| +3% | +$45.2K | 0.92% | 34 |
|
|
2023
Q4 | $1.55M | Buy |
3,542
+45
| +1% | +$19.7K | 0.89% | 32 |
|
|
2023
Q3 | $1.37M | Buy |
3,497
+105
| +3% | +$41.2K | 0.88% | 33 |
|
|
2023
Q2 | $1.38M | Sell |
3,392
-94
| -3% | -$38.3K | 0.84% | 37 |
|
|
2023
Q1 | $1.31M | Sell |
3,486
-209
| -6% | -$78.6K | 0.85% | 36 |
|
|
2022
Q4 | $1.3M | Buy |
3,695
+35
| +1% | +$12.3K | 0.86% | 37 |
|
|
2022
Q3 | $1.2M | Sell |
3,660
-90
| -2% | -$29.6K | 0.84% | 40 |
|
|
2022
Q2 | $1.3M | Sell |
3,750
-465
| -11% | -$161K | 0.88% | 39 |
|
|
2022
Q1 | $1.75M | Buy |
4,215
+19
| +0.5% | +$7.89K | 0.98% | 32 |
|
|
2021
Q4 | $1.71M | Buy |
4,196
+35
| +0.8% | +$14.2K | 0.89% | 33 |
|
|
2021
Q3 | $1.78M | Sell |
4,161
-89
| -2% | -$38K | 0.87% | 31 |
|
|
2021
Q2 | $1.71M | Buy |
4,250
+369
| +10% | +$148K | 0.91% | 31 |
|
|
2021
Q1 | $1.47M | Buy |
3,881
+439
| +13% | +$166K | 0.86% | 34 |
|
|
2020
Q4 | $1.18M | Buy |
3,442
+1,336
| +63% | +$459K | 0.75% | 38 |
|
|
2020
Q3 | $672K | Buy |
2,106
+101
| +5% | +$32.2K | 0.48% | 48 |
|
|
2020
Q2 | $575K | Buy |
2,005
+473
| +31% | +$136K | 0.49% | 47 |
|
|
2020
Q1 | $386K | Buy |
+1,532
| New | +$386K | 0.38% | 54 |
|