AWA
Aaron Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Sell |
8,783
-354
| -4% | -$201K | 0.51% | 31 |
|
|
2025
Q1 | $4.7M | Sell |
9,137
-243
| -3% | -$125K | 0.54% | 30 |
|
|
2024
Q4 | $5.05M | Buy |
9,380
+1,127
| +14% | +$607K | 0.59% | 29 |
|
|
2024
Q3 | $4.35M | Sell |
8,253
-197
| -2% | -$104K | 0.52% | 29 |
|
|
2024
Q2 | $4.23M | Buy |
8,450
+4,486
| +113% | +$2.24M | 0.59% | 26 |
|
|
2024
Q1 | $1.91M | Sell |
3,964
-47
| -1% | -$22.6K | 0.27% | 53 |
|
|
2023
Q4 | $1.75M | Buy |
4,011
+10
| +0.2% | +$4.37K | 0.29% | 49 |
|
|
2023
Q3 | $1.57M | Hold |
4,001
| – | – | 0.2% | 70 |
|
|
2023
Q2 | $1.63M | Hold |
4,001
| – | – | 0.21% | 71 |
|
|
2023
Q1 | $1.5M | Hold |
4,001
| – | – | 0.21% | 75 |
|
|
2022
Q4 | $1.41M | Buy |
+4,001
| New | +$1.41M | 0.21% | 77 |
|
|
2022
Q3 | – | Sell |
-15,583
| Closed | -$5.41M | – | 242 |
|
|
2022
Q2 | $5.41M | Sell |
15,583
-6,344,406
| -100% | -$2.2B | 1.36% | 17 |
|
|
2022
Q1 | $15.3M | Buy |
+6,359,989
| New | +$15.3M | 0.21% | 53 |
|