Traction 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.3M | Sell |
23,463
-1,091
| -4% | -$620K | 9.04% | 4 |
|
2025
Q1 | $12.6M | Sell |
24,554
-786
| -3% | -$404K | 9.85% | 2 |
|
2024
Q4 | $13.7M | Sell |
25,340
-2,475
| -9% | -$1.33M | 10.61% | 2 |
|
2024
Q3 | $14.7M | Sell |
27,815
-7,122
| -20% | -$3.76M | 11.51% | 1 |
|
2024
Q2 | $17.8M | Buy |
34,937
+666
| +2% | +$339K | 12.93% | 1 |
|
2024
Q1 | $16.4M | Buy |
34,271
+958
| +3% | +$459K | 12.81% | 1 |
|
2023
Q4 | $14.6M | Buy |
+33,313
| New | +$14.6M | 9.76% | 2 |
|