Sweet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $88.4M | Sell |
167,533
-3,849
| -2% | -$2.03M | 19.14% | 1 |
|
|
2024
Q2 | $85.7M | Sell |
171,382
-1,985
| -1% | -$993K | 19.58% | 1 |
|
|
2024
Q1 | $83.3M | Sell |
173,367
-5,231
| -3% | -$2.51M | 19.24% | 1 |
|
|
2023
Q4 | $78M | Buy |
178,598
+3,754
| +2% | +$1.64M | 18.55% | 1 |
|
|
2023
Q3 | $68.7M | Buy |
174,844
+1,562
| +0.9% | +$613K | 18.18% | 1 |
|
|
2023
Q2 | $70.6M | Sell |
173,282
-8,040
| -4% | -$3.27M | 18.39% | 1 |
|
|
2023
Q1 | $68.2M | Buy |
181,322
+5,505
| +3% | +$2.07M | 18.86% | 1 |
|
|
2022
Q4 | $61.8M | Buy |
175,817
+5,728
| +3% | +$2.01M | 18.15% | 1 |
|
|
2022
Q3 | $55.8M | Buy |
170,089
+5,111
| +3% | +$1.68M | 17.79% | 1 |
|
|
2022
Q2 | $57.2M | Buy |
164,978
+61,771
| +60% | +$21.4M | 17.94% | 1 |
|
|
2022
Q1 | $42.8M | Buy |
103,207
+19,260
| +23% | +$8M | 11.48% | 1 |
|
|
2021
Q4 | $36.6M | Buy |
+83,947
| New | +$36.6M | 15.21% | 2 |
|