AWM
Abound Wealth Management’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 | $16M | Buy |
28,131
+1,689
| +6% | +$959K | 4.52% | 8 |
|
|
2025
Q1 | $13.6M | Buy |
26,442
+1,243
| +5% | +$639K | 4.54% | 8 |
|
|
2024
Q4 | $13.6M | Buy |
25,199
+588
| +2% | +$317K | 4.36% | 7 |
|
|
2024
Q3 | $13M | Buy |
24,611
+1,594
| +7% | +$841K | 4.31% | 7 |
|
|
2024
Q2 | $11.5M | Sell |
23,017
-1,379
| -6% | -$690K | 4.24% | 7 |
|
|
2024
Q1 | $11.7M | Buy |
24,396
+264
| +1% | +$127K | 4.47% | 7 |
|
|
2023
Q4 | $10.5M | Sell |
24,132
-38
| -0.2% | -$16.6K | 4.23% | 8 |
|
|
2023
Q3 | $9.49M | Sell |
24,170
-246
| -1% | -$96.6K | 4.04% | 9 |
|
|
2023
Q2 | $9.94M | Buy |
24,416
+183
| +0.8% | +$74.5K | 4.16% | 8 |
|
|
2023
Q1 | $9.11M | Buy |
24,233
+408
| +2% | +$153K | 4.09% | 9 |
|
|
2022
Q4 | $8.37M | Buy |
23,825
+6,304
| +36% | +$2.21M | 4.1% | 9 |
|
|
2022
Q3 | $5.75M | Buy |
17,521
+13,137
| +300% | +$4.31M | 3.11% | 10 |
|
|
2022
Q2 | $1.52M | Sell |
4,384
-58
| -1% | -$20.1K | 0.85% | 20 |
|
|
2022
Q1 | $1.84M | Buy |
4,442
+491
| +12% | +$204K | 1.33% | 13 |
|
|
2021
Q4 | $1.72M | Buy |
+3,951
| New | +$1.72M | 1.35% | 12 |
|