Verum 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 | $35.9M | Buy |
63,131
+20,608
| +48% | +$11.7M | 8.26% | 1 |
|
|
2025
Q1 | $21.9M | Buy |
42,523
+4,568
| +12% | +$2.35M | 5.89% | 4 |
|
|
2024
Q4 | $20.5M | Buy |
37,955
+2,673
| +8% | +$1.44M | 5.89% | 3 |
|
|
2024
Q3 | $18.6M | Buy |
35,282
+4,563
| +15% | +$2.41M | 5.45% | 3 |
|
|
2024
Q2 | $15.4M | Buy |
30,719
+6,933
| +29% | +$3.47M | 4.96% | 4 |
|
|
2024
Q1 | $11.4M | Buy |
23,786
+4,736
| +25% | +$2.28M | 4.06% | 6 |
|
|
2023
Q4 | $8.32M | Buy |
19,050
+3,146
| +20% | +$1.37M | 3.29% | 8 |
|
|
2023
Q3 | $6.25M | Buy |
15,904
+7,689
| +94% | +$3.02M | 2.79% | 9 |
|
|
2023
Q2 | $3.35M | Sell |
8,215
-1,051
| -11% | -$428K | 3.04% | 8 |
|
|
2023
Q1 | $3.48M | Sell |
9,266
-526
| -5% | -$198K | 3.72% | 8 |
|
|
2022
Q4 | $3.44M | Buy |
+9,792
| New | +$3.44M | 4.23% | 8 |
|