Taylor Financial Group’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 | $493K | Hold |
867
| – | – | 0.31% | 64 |
|
|
2025
Q1 | $446K | Hold |
867
| – | – | 0.31% | 65 |
|
|
2024
Q4 | $467K | Hold |
867
| – | – | 0.32% | 63 |
|
|
2024
Q3 | $458K | Hold |
867
| – | – | 0.32% | 61 |
|
|
2024
Q2 | $434K | Sell |
867
-5
| -0.6% | -$2.5K | 0.33% | 63 |
|
|
2024
Q1 | $419K | Hold |
872
| – | – | 0.32% | 64 |
|
|
2023
Q4 | $381K | Buy |
+872
| New | +$381K | 0.31% | 67 |
|