AWA
Acorn Wealth Advisors’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 | $1.02M | Sell |
1,793
-69
| -4% | -$39.2K | 0.38% | 63 |
|
|
2025
Q1 | $957K | Buy |
1,862
+431
| +30% | +$221K | 0.4% | 57 |
|
|
2024
Q4 | $771K | Sell |
1,431
-308
| -18% | -$166K | 0.32% | 70 |
|
|
2024
Q3 | $917K | Sell |
1,739
-26
| -1% | -$13.7K | 0.39% | 48 |
|
|
2024
Q2 | $883K | Buy |
1,765
+136
| +8% | +$68K | 0.44% | 50 |
|
|
2024
Q1 | $783K | Sell |
1,629
-28
| -2% | -$13.5K | 0.41% | 57 |
|
|
2023
Q4 | $724K | Buy |
1,657
+186
| +13% | +$81.2K | 0.43% | 53 |
|
|
2023
Q3 | $578K | Buy |
1,471
+103
| +8% | +$40.5K | 0.38% | 57 |
|
|
2023
Q2 | $557K | Buy |
1,368
+516
| +61% | +$210K | 0.38% | 68 |
|
|
2023
Q1 | $320K | Buy |
852
+3
| +0.4% | +$1.13K | 0.24% | 102 |
|
|
2022
Q4 | $298K | Sell |
849
-164
| -16% | -$57.6K | 0.23% | 104 |
|
|
2022
Q3 | $333K | Buy |
1,013
+42
| +4% | +$13.8K | 0.27% | 90 |
|
|
2022
Q2 | $337K | Buy |
971
+34
| +4% | +$11.8K | 0.27% | 101 |
|
|
2022
Q1 | $389K | Buy |
937
+101
| +12% | +$41.9K | 0.27% | 96 |
|
|
2021
Q4 | $365K | Buy |
+836
| New | +$365K | 0.23% | 106 |
|