Acorn Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $957K | Buy |
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|
2024
Q4 | $771K | Sell |
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|
2024
Q3 | $917K | Sell |
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|
2024
Q2 | $883K | Buy |
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|
2024
Q1 | $783K | Sell |
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|
2023
Q4 | $724K | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $365K | Buy |
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