VitalStone Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.95M | Buy |
5,587
+1,323
| +31% | +$698K | 2.01% | 12 |
|
|
2024
Q2 | $2.13M | Buy |
4,264
+1,301
| +44% | +$651K | 1.55% | 14 |
|
|
2024
Q1 | $1.42M | Buy |
2,963
+258
| +10% | +$124K | 1.09% | 21 |
|
|
2023
Q4 | $1.18M | Buy |
2,705
+10
| +0.4% | +$4.37K | 0.94% | 23 |
|
|
2023
Q3 | $1.09M | Sell |
2,695
-1,448
| -35% | -$586K | 0.92% | 22 |
|
|
2023
Q2 | $1.56M | Buy |
4,143
+1,699
| +70% | +$639K | 0.87% | 18 |
|
|
2023
Q1 | $1.07M | Sell |
2,444
-1,829
| -43% | -$798K | 0.88% | 27 |
|
|
2022
Q4 | $1.5M | Buy |
+4,273
| New | +$1.5M | 1.03% | 18 |
|