Triumph Capital Management’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 | $733K | Buy |
1,291
+229
| +22% | +$130K | 0.22% | 109 |
|
|
2025
Q1 | $546K | Sell |
1,062
-20
| -2% | -$10.3K | 0.18% | 148 |
|
|
2024
Q4 | $583K | Buy |
1,082
+67
| +7% | +$36.1K | 0.2% | 133 |
|
|
2024
Q3 | $537K | Buy |
1,015
+90
| +10% | +$47.6K | 0.19% | 131 |
|
|
2024
Q2 | $464K | Buy |
925
+361
| +64% | +$181K | 0.18% | 134 |
|
|
2024
Q1 | $271K | Buy |
+564
| New | +$271K | 0.11% | 172 |
|
|
2023
Q4 | – | Sell |
-2,706
| Closed | -$1.07M | – | 257 |
|
|
2023
Q3 | $1.07M | Sell |
2,706
-658
| -20% | -$259K | 0.48% | 50 |
|
|
2023
Q2 | $1.38M | Buy |
3,364
+2,618
| +351% | +$1.07M | 0.62% | 34 |
|
|
2023
Q1 | $281K | Sell |
746
-2,764
| -79% | -$1.04M | 0.14% | 141 |
|
|
2022
Q4 | $1.23M | Sell |
3,510
-389
| -10% | -$137K | 0.66% | 31 |
|
|
2022
Q3 | $1.29M | Buy |
3,899
+1,893
| +94% | +$624K | 0.7% | 33 |
|
|
2022
Q2 | $699K | Sell |
2,006
-328
| -14% | -$114K | 0.37% | 58 |
|
|
2022
Q1 | $969K | Sell |
2,334
-995
| -30% | -$413K | 0.42% | 58 |
|
|
2021
Q4 | $1.45M | Buy |
3,329
+959
| +40% | +$419K | 0.63% | 35 |
|
|
2021
Q3 | $938K | Buy |
2,370
+354
| +18% | +$140K | 0.44% | 55 |
|
|
2021
Q2 | $808K | Buy |
+2,016
| New | +$808K | 0.47% | 51 |
|