Symphony 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 | $450K | Buy |
+1,730
| New | +$450K | 0.06% | 162 |
|
|
2025
Q1 | – | Sell |
-510
| Closed | -$280K | – | 220 |
|
|
2024
Q4 | $280K | Sell |
510
-7,579
| -94% | -$4.16M | 0.04% | 186 |
|
|
2024
Q3 | $4.25M | Buy |
8,089
+656
| +9% | +$345K | 0.7% | 38 |
|
|
2024
Q2 | $3.74M | Buy |
7,433
+31
| +0.4% | +$15.6K | 0.68% | 39 |
|
|
2024
Q1 | $3.56M | Sell |
7,402
-13
| -0.2% | -$6.25K | 0.83% | 32 |
|
|
2023
Q4 | $3.24M | Buy |
7,415
+650
| +10% | +$284K | 0.7% | 37 |
|
|
2023
Q3 | $2.66M | Buy |
6,765
+137
| +2% | +$53.8K | 0.65% | 34 |
|
|
2023
Q2 | $2.67M | Sell |
6,628
-118
| -2% | -$47.5K | 0.66% | 39 |
|
|
2023
Q1 | $2.5M | Buy |
6,746
+504
| +8% | +$187K | 0.65% | 35 |
|
|
2022
Q4 | $2.2M | Buy |
6,242
+117
| +2% | +$41.3K | 0.58% | 41 |
|
|
2022
Q3 | $2.04M | Buy |
6,125
+973
| +19% | +$324K | 0.67% | 38 |
|
|
2022
Q2 | $1.8M | Sell |
5,152
-2,508
| -33% | -$877K | 0.53% | 42 |
|
|
2022
Q1 | $965K | Buy |
+7,660
| New | +$965K | 0.23% | 85 |
|
|
2021
Q2 | – | Sell |
-5,147
| Closed | -$1.92M | – | 202 |
|
|
2021
Q1 | $1.92M | Buy |
+5,147
| New | +$1.92M | 0.51% | 38 |
|