AA Financial 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 | $528K | Sell |
930
-218
| -19% | -$124K | 0.11% | 107 |
|
|
2025
Q1 | $590K | Sell |
1,148
-1,882
| -62% | -$967K | 0.14% | 91 |
|
|
2024
Q4 | $1.63M | Sell |
3,030
-96
| -3% | -$51.7K | 0.44% | 51 |
|
|
2024
Q3 | $1.65M | Sell |
3,126
-37
| -1% | -$19.5K | 0.48% | 49 |
|
|
2024
Q2 | $1.58M | Buy |
3,163
+271
| +9% | +$136K | 0.56% | 45 |
|
|
2024
Q1 | $1.39M | Buy |
2,892
+161
| +6% | +$77.4K | 0.56% | 50 |
|
|
2023
Q4 | $1.19M | Buy |
+2,731
| New | +$1.19M | 0.79% | 32 |
|