Strategic Financial Partners’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 | $1.55M | Sell |
2,723
-47
| -2% | -$26.7K | 0.72% | 29 |
|
|
2025
Q1 | $1.42M | Buy |
2,770
+49
| +2% | +$25.2K | 0.75% | 25 |
|
|
2024
Q4 | $1.47M | Buy |
2,721
+80
| +3% | +$43.1K | 0.75% | 29 |
|
|
2024
Q3 | $1.39M | Buy |
2,641
+51
| +2% | +$26.9K | 0.71% | 28 |
|
|
2024
Q2 | $1.3M | Buy |
2,590
+55
| +2% | +$27.5K | 0.71% | 28 |
|
|
2024
Q1 | $1.22M | Buy |
2,535
+23
| +0.9% | +$11.1K | 0.67% | 28 |
|
|
2023
Q4 | $1.1M | Sell |
2,512
-24
| -0.9% | -$10.5K | 0.64% | 24 |
|
|
2023
Q3 | $996K | Sell |
2,536
-555
| -18% | -$218K | 0.6% | 26 |
|
|
2023
Q2 | $1.26M | Buy |
3,091
+532
| +21% | +$217K | 0.72% | 24 |
|
|
2023
Q1 | $962K | Sell |
2,559
-45
| -2% | -$16.9K | 0.59% | 27 |
|
|
2022
Q4 | $915K | Buy |
2,604
+10
| +0.4% | +$3.51K | 0.56% | 27 |
|
|
2022
Q3 | $852K | Buy |
2,594
+70
| +3% | +$23K | 0.54% | 24 |
|
|
2022
Q2 | $876K | Buy |
2,524
+40
| +2% | +$13.9K | 0.51% | 24 |
|
|
2022
Q1 | $1.03M | Buy |
2,484
+65
| +3% | +$27K | 0.53% | 23 |
|
|
2021
Q4 | $1.06M | Buy |
2,419
+37
| +2% | +$16.2K | 0.52% | 27 |
|
|
2021
Q3 | $939K | Buy |
2,382
+270
| +13% | +$106K | 0.5% | 27 |
|
|
2021
Q2 | $831K | Buy |
2,112
+160
| +8% | +$63K | 0.46% | 32 |
|
|
2021
Q1 | $711K | Buy |
1,952
+173
| +10% | +$63K | 0.42% | 32 |
|
|
2020
Q4 | $611K | Buy |
1,779
+35
| +2% | +$12K | 0.4% | 36 |
|
|
2020
Q3 | $537K | Buy |
1,744
+185
| +12% | +$57K | 0.42% | 36 |
|
|
2020
Q2 | $442K | Buy |
+1,559
| New | +$442K | 0.37% | 38 |
|