Vernal Point Advisors’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 |
-9,628
| Closed | -$4.95M | – | 20 |
|
|
2025
Q1 | $4.95M | Hold |
9,628
| – | – | 3.28% | 7 |
|
|
2024
Q4 | $5.19M | Hold |
9,628
| – | – | 3.56% | 8 |
|
|
2024
Q3 | $5.1M | Hold |
9,628
| – | – | 3.94% | 7 |
|
|
2024
Q2 | $4.83M | Hold |
9,628
| – | – | 3.44% | 7 |
|
|
2024
Q1 | $4.63M | Buy |
9,628
+4,186
| +77% | +$2.01M | 3.96% | 7 |
|
|
2023
Q4 | $2.38M | Buy |
+5,442
| New | +$2.38M | 2.47% | 9 |
|