Accordant Advisory Group’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 | $315K | Hold |
555
| – | – | 0.23% | 45 |
|
|
2025
Q1 | $285K | Hold |
555
| – | – | 0.28% | 30 |
|
|
2024
Q4 | $299K | Hold |
555
| – | – | 0.29% | 36 |
|
|
2024
Q3 | $293K | Hold |
555
| – | – | 0.23% | 41 |
|
|
2024
Q2 | $278K | Sell |
555
-10
| -2% | -$5K | 0.26% | 48 |
|
|
2024
Q1 | $272K | Buy |
+565
| New | +$272K | 0.2% | 72 |
|