Sunburst Financial 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 | $9.69M | Sell |
17,065
-25
| -0.1% | -$14.2K | 2.17% | 11 |
|
|
2025
Q1 | $8.78M | Sell |
17,090
-92
| -0.5% | -$47.3K | 2.16% | 11 |
|
|
2024
Q4 | $9.26M | Sell |
17,182
-3,635
| -17% | -$1.96M | 2.29% | 11 |
|
|
2024
Q3 | $11M | Sell |
20,817
-120
| -0.6% | -$63.3K | 2.79% | 10 |
|
|
2024
Q2 | $10.5M | Sell |
20,937
-96
| -0.5% | -$48K | 2.84% | 10 |
|
|
2024
Q1 | $10.1M | Sell |
21,033
-197
| -0.9% | -$94.6K | 2.86% | 8 |
|
|
2023
Q4 | $9.27M | Sell |
21,230
-79
| -0.4% | -$34.5K | 2.87% | 9 |
|
|
2023
Q3 | $8.37M | Hold |
21,309
| – | – | 2.95% | 10 |
|
|
2023
Q2 | $8.68M | Sell |
21,309
-7
| -0% | -$2.85K | 3.03% | 10 |
|
|
2023
Q1 | $8.02M | Sell |
21,316
-254
| -1% | -$95.5K | 2.96% | 10 |
|
|
2022
Q4 | $7.58M | Sell |
21,570
-68
| -0.3% | -$23.9K | 3.02% | 9 |
|
|
2022
Q3 | $7.1M | Sell |
21,638
-345
| -2% | -$113K | 3.44% | 8 |
|
|
2022
Q2 | $7.63M | Sell |
21,983
-608
| -3% | -$211K | 3.66% | 8 |
|
|
2022
Q1 | $9.38M | Sell |
22,591
-40
| -0.2% | -$16.6K | 4.63% | 6 |
|
|
2021
Q4 | $9.88M | Sell |
22,631
-2,308
| -9% | -$1.01M | 5.01% | 6 |
|
|
2021
Q3 | $9.84M | Sell |
24,939
-8
| -0% | -$3.16K | 6.1% | 5 |
|
|
2021
Q2 | $9.82M | Sell |
24,947
-158
| -0.6% | -$62.2K | 6.25% | 6 |
|
|
2021
Q1 | $9.15M | Buy |
25,105
+429
| +2% | +$156K | 6.37% | 6 |
|
|
2020
Q4 | $8.48M | Sell |
24,676
-462
| -2% | -$159K | 6.39% | 6 |
|
|
2020
Q3 | $7.73M | Sell |
25,138
-1,073
| -4% | -$330K | 6.54% | 6 |
|
|
2020
Q2 | $7.43M | Sell |
26,211
-548
| -2% | -$155K | 6.73% | 7 |
|
|
2020
Q1 | $6.34M | Sell |
26,759
-1,674
| -6% | -$396K | 6.7% | 7 |
|
|
2019
Q4 | $8.41M | Buy |
+28,433
| New | +$8.41M | 7.34% | 6 |
|