AFAS
Acorn Financial Advisory Services’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 | $58.5M | Sell |
102,983
-7,027
| -6% | -$3.99M | 9.59% | 2 |
|
|
2025
Q1 | $56.5M | Sell |
110,010
-30,736
| -22% | -$15.8M | 10.22% | 2 |
|
|
2024
Q4 | $75.8M | Buy |
140,746
+2,142
| +2% | +$1.15M | 12.5% | 1 |
|
|
2024
Q3 | $73.1M | Buy |
138,604
+72
| +0.1% | +$38K | 12.95% | 1 |
|
|
2024
Q2 | $69.3M | Buy |
138,532
+715
| +0.5% | +$358K | 12.93% | 1 |
|
|
2024
Q1 | $66.2M | Sell |
137,817
-11,072
| -7% | -$5.32M | 12.51% | 1 |
|
|
2023
Q4 | $65M | Sell |
148,889
-7,540
| -5% | -$3.29M | 11.39% | 1 |
|
|
2023
Q3 | $61.4M | Buy |
156,429
+242
| +0.2% | +$95K | 10.96% | 1 |
|
|
2023
Q2 | $63.6M | Buy |
156,187
+1,349
| +0.9% | +$549K | 11.3% | 1 |
|
|
2023
Q1 | $58.2M | Sell |
154,838
-893
| -0.6% | -$336K | 11.33% | 1 |
|
|
2022
Q4 | $54.7M | Buy |
155,731
+7,314
| +5% | +$2.57M | 11.62% | 1 |
|
|
2022
Q3 | $48.7M | Buy |
148,417
+3,845
| +3% | +$1.26M | 11.62% | 1 |
|
|
2022
Q2 | $50.2M | Buy |
144,572
+3,586
| +3% | +$1.24M | 11.94% | 1 |
|
|
2022
Q1 | $58.5M | Buy |
140,986
+3,252
| +2% | +$1.35M | 11.74% | 1 |
|
|
2021
Q4 | $60.1M | Buy |
137,734
+121,965
| +773% | +$53.2M | 12.03% | 1 |
|
|
2021
Q3 | $6.22M | Sell |
15,769
-5,055
| -24% | -$1.99M | 1.92% | 10 |
|
|
2021
Q2 | $8.2M | Buy |
20,824
+3,067
| +17% | +$1.21M | 2.42% | 8 |
|
|
2021
Q1 | $6.48M | Buy |
17,757
+3,488
| +24% | +$1.27M | 2.36% | 8 |
|
|
2020
Q4 | $4.9M | Buy |
14,269
+2,162
| +18% | +$743K | 1.92% | 7 |
|
|
2020
Q3 | $3.73M | Buy |
12,107
+5,035
| +71% | +$1.55M | 1.95% | 8 |
|
|
2020
Q2 | $2M | Buy |
7,072
+4,342
| +159% | +$1.23M | 1.4% | 11 |
|
|
2020
Q1 | $646K | Buy |
+2,730
| New | +$646K | 0.64% | 48 |
|