Viewpoint Investment 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 | $3.59M | Hold |
6,318
| – | – | 1.96% | 12 |
|
2025
Q1 | $3.25M | Buy |
6,318
+28
| +0.4% | +$14.4K | 1.75% | 6 |
|
2024
Q4 | $3.39M | Buy |
6,290
+18
| +0.3% | +$9.7K | 4.42% | 4 |
|
2024
Q3 | $3.31M | Hold |
6,272
| – | – | 2.66% | 4 |
|
2024
Q2 | $3.14M | Hold |
6,272
| – | – | 2.75% | 5 |
|
2024
Q1 | $3.01M | Hold |
6,272
| – | – | 2.31% | 7 |
|
2023
Q4 | $2.74M | Buy |
+6,272
| New | +$2.74M | 1.91% | 7 |
|