SWP Financial’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 | $207K | Sell |
365
-122
| -25% | -$69.3K | 0.11% | 74 |
|
|
2025
Q1 | $250K | Sell |
487
-167
| -26% | -$85.8K | 0.15% | 57 |
|
|
2024
Q4 | $352K | Sell |
654
-9
| -1% | -$4.85K | 0.21% | 47 |
|
|
2024
Q3 | $350K | Sell |
663
-10
| -1% | -$5.28K | 0.21% | 38 |
|
|
2024
Q2 | $337K | Hold |
673
| – | – | 0.22% | 37 |
|
|
2024
Q1 | $324K | Hold |
673
| – | – | 0.23% | 34 |
|
|
2023
Q4 | $294K | Buy |
+673
| New | +$294K | 0.23% | 33 |
|