Adapt Wealth Advisors’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 | $3.96M | Sell |
6,975
-138
| -2% | -$78.4K | 1.77% | 17 |
|
|
2025
Q1 | $3.66M | Sell |
7,113
-5
| -0.1% | -$2.57K | 1.78% | 17 |
|
|
2024
Q4 | $3.84M | Sell |
7,118
-160
| -2% | -$86.2K | 1.89% | 18 |
|
|
2024
Q3 | $3.84M | Sell |
7,278
-261
| -3% | -$138K | 2.06% | 17 |
|
|
2024
Q2 | $3.77M | Buy |
7,539
+44
| +0.6% | +$22K | 2.36% | 16 |
|
|
2024
Q1 | $3.6M | Buy |
+7,495
| New | +$3.6M | 2.56% | 14 |
|