Triad Wealth 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 | $14.2M | Sell |
25,014
-7,718
| -24% | -$4.38M | 2.87% | 8 |
|
|
2025
Q1 | $16.8M | Sell |
32,732
-4,661
| -12% | -$2.4M | 5.23% | 3 |
|
|
2024
Q4 | $20.1M | Buy |
37,393
+3,540
| +10% | +$1.91M | 7.28% | 1 |
|
|
2024
Q3 | $17.9M | Buy |
33,853
+1,689
| +5% | +$891K | 9.5% | 2 |
|
|
2024
Q2 | $16.1M | Buy |
32,164
+3,699
| +13% | +$1.85M | 8.43% | 3 |
|
|
2024
Q1 | $13.7M | Buy |
+28,465
| New | +$13.7M | 10.5% | 3 |
|