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