AWM
Accel 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 | $3M | Buy |
5,281
+330
| +7% | +$187K | 1% | 20 |
|
|
2025
Q1 | $2.54M | Buy |
4,951
+122
| +3% | +$62.7K | 0.92% | 26 |
|
|
2024
Q4 | $2.6M | Buy |
4,829
+70
| +1% | +$37.7K | 0.99% | 22 |
|
|
2024
Q3 | $2.51M | Sell |
4,759
-110
| -2% | -$58K | 0.94% | 25 |
|
|
2024
Q2 | $2.44M | Sell |
4,869
-74
| -1% | -$37K | 0.97% | 25 |
|
|
2024
Q1 | $2.38M | Buy |
4,943
+1,380
| +39% | +$663K | 1.01% | 25 |
|
|
2023
Q4 | $1.56M | Buy |
3,563
+15
| +0.4% | +$6.55K | 0.78% | 37 |
|
|
2023
Q3 | $1.39M | Buy |
3,548
+808
| +29% | +$317K | 0.78% | 39 |
|
|
2023
Q2 | $1.12M | Buy |
2,740
+1,072
| +64% | +$437K | 0.61% | 47 |
|
|
2023
Q1 | $627K | Sell |
1,668
-283
| -15% | -$106K | 0.26% | 92 |
|
|
2022
Q4 | $685K | Buy |
1,951
+92
| +5% | +$32.3K | 0.33% | 68 |
|
|
2022
Q3 | $645K | Hold |
1,859
| – | – | 0.34% | 69 |
|
|
2022
Q2 | $658K | Buy |
1,859
+55
| +3% | +$19.5K | 0.38% | 64 |
|
|
2022
Q1 | $751K | Sell |
1,804
-1,425
| -44% | -$593K | 0.39% | 60 |
|
|
2021
Q4 | $1.41M | Buy |
3,229
+636
| +25% | +$278K | 0.69% | 40 |
|
|
2021
Q3 | $1.02M | Buy |
2,593
+937
| +57% | +$370K | 0.66% | 43 |
|
|
2021
Q2 | $652K | Buy |
1,656
+62
| +4% | +$24.4K | 0.43% | 55 |
|
|
2021
Q1 | $581K | Buy |
1,594
+287
| +22% | +$105K | 0.47% | 49 |
|
|
2020
Q4 | $449K | Buy |
+1,307
| New | +$449K | 0.42% | 51 |
|