Sunesis Advisors’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
Q1 | $1.85M | Hold |
3,599
| – | – | 1% | 17 |
|
|
2024
Q4 | $1.94M | Buy |
3,599
+1
| +0% | +$539 | 1.18% | 14 |
|
|
2024
Q3 | $1.9M | Buy |
3,598
+494
| +16% | +$261K | 1.15% | 14 |
|
|
2024
Q2 | $1.55M | Hold |
3,104
| – | – | 0.92% | 20 |
|
|
2024
Q1 | $1.49M | Hold |
3,104
| – | – | 0.87% | 20 |
|
|
2023
Q4 | $1.36M | Hold |
3,104
| – | – | 0.83% | 23 |
|
|
2023
Q3 | $1.22M | Buy |
+3,104
| New | +$1.22M | 0.86% | 19 |
|
|
2023
Q1 | $1.17M | Buy |
+3,104
| New | +$1.17M | 0.84% | 20 |
|