AWC
Adamsbrown Wealth Consultants’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 | $1.42M | Sell |
2,502
-113
| -4% | -$64.2K | 0.41% | 30 |
|
|
2025
Q1 | $1.34M | Buy |
2,615
+1
| +0% | +$514 | 0.42% | 32 |
|
|
2024
Q4 | $1.41M | Buy |
2,614
+49
| +2% | +$26.4K | 0.48% | 27 |
|
|
2024
Q3 | $1.35M | Buy |
2,565
+160
| +7% | +$84.4K | 0.47% | 25 |
|
|
2024
Q2 | $1.2M | Buy |
2,405
+1
| +0% | +$500 | 0.47% | 23 |
|
|
2024
Q1 | $1.16M | Sell |
2,404
-9
| -0.4% | -$4.33K | 0.47% | 27 |
|
|
2023
Q4 | $1.05M | Buy |
2,413
+1
| +0% | +$437 | 0.46% | 25 |
|
|
2023
Q3 | $947K | Hold |
2,412
| – | – | 0.47% | 29 |
|
|
2023
Q2 | $983K | Hold |
2,412
| – | – | 0.52% | 27 |
|
|
2023
Q1 | $907K | Buy |
2,412
+14
| +0.6% | +$5.27K | 0.52% | 30 |
|
|
2022
Q4 | $843K | Sell |
2,398
-22
| -0.9% | -$7.73K | 0.51% | 31 |
|
|
2022
Q3 | $794K | Buy |
2,420
+175
| +8% | +$57.4K | 0.6% | 31 |
|
|
2022
Q2 | $779K | Hold |
2,245
| – | – | 0.61% | 30 |
|
|
2022
Q1 | $932K | Sell |
2,245
-407
| -15% | -$169K | 0.74% | 29 |
|
|
2021
Q4 | $1.16M | Buy |
+2,652
| New | +$1.16M | 1.04% | 20 |
|