Allen Mooney & Barnes Investment 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 | $4.19M | Sell |
7,371
-386
| -5% | -$219K | 0.69% | 39 |
|
|
2025
Q1 | $3.99M | Buy |
7,757
+1,575
| +25% | +$809K | 0.65% | 44 |
|
|
2024
Q4 | $3.33M | Sell |
6,182
-178
| -3% | -$95.9K | 0.56% | 45 |
|
|
2024
Q3 | $3.36M | Sell |
6,360
-12
| -0.2% | -$6.33K | 0.57% | 44 |
|
|
2024
Q2 | $3.19M | Sell |
6,372
-50
| -0.8% | -$25K | 0.57% | 43 |
|
|
2024
Q1 | $3.06M | Buy |
6,422
+96
| +2% | +$45.7K | 0.59% | 42 |
|
|
2023
Q4 | $2.76M | Sell |
6,326
-169
| -3% | -$73.8K | 0.53% | 44 |
|
|
2023
Q3 | $2.55M | Buy |
6,495
+37
| +0.6% | +$14.5K | 0.54% | 44 |
|
|
2023
Q2 | $2.63M | Buy |
6,458
+27
| +0.4% | +$11K | 0.58% | 42 |
|
|
2023
Q1 | $2.42M | Sell |
6,431
-89
| -1% | -$33.5K | 0.58% | 44 |
|
|
2022
Q4 | $2.29M | Sell |
6,520
-37
| -0.6% | -$13K | 0.55% | 48 |
|
|
2022
Q3 | $2.15M | Buy |
6,557
+10
| +0.2% | +$3.28K | 0.58% | 47 |
|
|
2022
Q2 | $2.27M | Buy |
6,547
+29
| +0.4% | +$10.1K | 0.58% | 49 |
|
|
2022
Q1 | $2.71M | Buy |
+6,518
| New | +$2.71M | 0.6% | 48 |
|