Valley 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 | $1.41M | Sell |
2,490
-122
| -5% | -$69.3K | 0.86% | 20 |
|
|
2025
Q1 | $1.34M | Buy |
2,612
+2
| +0.1% | +$1.03K | 0.89% | 21 |
|
|
2024
Q4 | $1.41M | Buy |
2,610
+5
| +0.2% | +$2.69K | 0.98% | 22 |
|
|
2024
Q3 | $1.37M | Sell |
2,605
-39
| -1% | -$20.6K | 0.96% | 23 |
|
|
2024
Q2 | $1.32M | Buy |
2,644
+39
| +1% | +$19.5K | 0.97% | 22 |
|
|
2024
Q1 | $1.25M | Sell |
2,605
-288
| -10% | -$138K | 0.95% | 21 |
|
|
2023
Q4 | $1.26M | Buy |
+2,893
| New | +$1.26M | 0.99% | 22 |
|