Suncoast Equity Management’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 | $411K | Hold |
723
| – | – | 0.04% | 67 |
|
2025
Q1 | $371K | Sell |
723
-49
| -6% | -$25.2K | 0.04% | 64 |
|
2024
Q4 | $416K | Buy |
772
+33
| +4% | +$17.8K | 0.05% | 60 |
|
2024
Q3 | $390K | Buy |
+739
| New | +$390K | 0.04% | 61 |
|
2024
Q2 | – | Sell |
-425
| Closed | -$204K | – | 74 |
|
2024
Q1 | $204K | Sell |
425
-186
| -30% | -$89.4K | 0.02% | 67 |
|
2023
Q4 | $267K | Sell |
611
-93
| -13% | -$40.6K | 0.04% | 67 |
|
2023
Q3 | $277K | Buy |
+704
| New | +$277K | 0.04% | 65 |
|