AWP
Abacus Wealth Partners’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 | $422K | Buy |
+743
| New | +$422K | 0.06% | 65 |
|
|
2024
Q4 | – | Sell |
-405
| Closed | -$214K | – | 100 |
|
|
2024
Q3 | $214K | Buy |
+405
| New | +$214K | 0.03% | 86 |
|
|
2022
Q4 | – | Sell |
-1,588
| Closed | -$521K | – | 89 |
|
|
2022
Q3 | $521K | Sell |
1,588
-713
| -31% | -$234K | 0.28% | 33 |
|
|
2022
Q2 | $798K | Buy |
2,301
+901
| +64% | +$313K | 0.41% | 23 |
|
|
2022
Q1 | $581K | Sell |
1,400
-239
| -15% | -$99.2K | 0.26% | 36 |
|
|
2021
Q4 | $716K | Buy |
1,639
+831
| +103% | +$363K | 0.25% | 40 |
|
|
2021
Q3 | $319K | Sell |
808
-35
| -4% | -$13.8K | 0.12% | 70 |
|
|
2021
Q2 | $332K | Buy |
843
+35
| +4% | +$13.8K | 0.13% | 66 |
|
|
2021
Q1 | $294K | Buy |
+808
| New | +$294K | 0.21% | 68 |
|