Triune 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 | – | Sell |
-478
| Closed | -$245K | – | 46 |
|
|
2025
Q1 | $245K | Buy |
478
+12
| +3% | +$6.16K | 0.08% | 28 |
|
|
2024
Q4 | $251K | Buy |
466
+16
| +4% | +$8.62K | 0.08% | 28 |
|
|
2024
Q3 | $237K | Sell |
450
-168
| -27% | -$88.6K | 0.07% | 27 |
|
|
2024
Q2 | $309K | Sell |
618
-1
| -0.2% | -$500 | 0.11% | 22 |
|
|
2024
Q1 | $297K | Sell |
619
-24
| -4% | -$11.5K | 0.1% | 25 |
|
|
2023
Q4 | $281K | Sell |
643
-194
| -23% | -$84.7K | 0.1% | 26 |
|
|
2023
Q3 | $329K | Buy |
837
+227
| +37% | +$89.1K | 0.14% | 21 |
|
|
2023
Q2 | $248K | Hold |
610
| – | – | 0.1% | 27 |
|
|
2023
Q1 | $229K | Buy |
+610
| New | +$229K | 0.1% | 23 |
|