Acima Private Wealth’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 | $85.2K | Hold |
150
| – | – | 0.03% | 140 |
|
|
2025
Q1 | $77.1K | Hold |
150
| – | – | 0.03% | 144 |
|
|
2024
Q4 | $80.8K | Hold |
150
| – | – | 0.03% | 144 |
|
|
2024
Q3 | $79.2K | Hold |
150
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $75K | Hold |
150
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $72.1K | Hold |
150
| – | – | 0.03% | 147 |
|
|
2023
Q4 | $65.5K | Hold |
150
| – | – | 0.03% | 153 |
|
|
2023
Q3 | $58.9K | Hold |
150
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $61.1K | Hold |
150
| – | – | 0.03% | 163 |
|
|
2023
Q1 | $56.4K | Hold |
150
| – | – | 0.03% | 164 |
|
|
2022
Q4 | $52.7K | Sell |
150
-484
| -76% | -$170K | 0.03% | 155 |
|
|
2022
Q3 | $208K | Hold |
634
| – | – | 0.11% | 113 |
|
|
2022
Q2 | $220K | Hold |
634
| – | – | 0.11% | 115 |
|
|
2022
Q1 | $263K | Hold |
634
| – | – | 0.12% | 117 |
|
|
2021
Q4 | $277K | Hold |
634
| – | – | 0.12% | 117 |
|
|
2021
Q3 | $250K | Buy |
634
+484
| +323% | +$191K | 0.11% | 118 |
|
|
2021
Q2 | $59K | Hold |
150
| – | – | 0.03% | 158 |
|
|
2021
Q1 | $55K | Hold |
150
| – | – | 0.03% | 160 |
|
|
2020
Q4 | $52K | Hold |
150
| – | – | 0.03% | 156 |
|
|
2020
Q3 | $46K | Hold |
150
| – | – | 0.03% | 155 |
|
|
2020
Q2 | $43K | Hold |
150
| – | – | 0.03% | 164 |
|
|
2020
Q1 | $36K | Hold |
150
| – | – | 0.03% | 168 |
|
|
2019
Q4 | $44K | Hold |
150
| – | – | 0.03% | 193 |
|
|
2019
Q3 | $40K | Buy |
+150
| New | +$40K | 0.03% | 199 |
|