Americana Partners’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
$15.6M Buy
27,497
+1,220
+5% +$693K 0.54% 53
2025
Q1
$13.5M Sell
26,277
-3,812
-13% -$1.96M 0.52% 53
2024
Q4
$16.2M Sell
30,089
-18,872
-39% -$10.2M 0.66% 42
2024
Q3
$25.8M Buy
48,961
+31,096
+174% +$16.4M 1.76% 11
2024
Q2
$8.93M Buy
17,865
+74
+0.4% +$37K 0.7% 39
2024
Q1
$8.55M Buy
17,791
+5,068
+40% +$2.44M 0.71% 39
2023
Q4
$5.56M Buy
12,723
+4,682
+58% +$2.05M 0.53% 51
2023
Q3
$3.14M Buy
8,041
+123
+2% +$48K 0.34% 76
2023
Q2
$3.22M Buy
7,918
+220
+3% +$89.6K 0.41% 66
2023
Q1
$2.9M Buy
7,698
+1
+0% +$376 0.46% 63
2022
Q4
$2.7M Buy
+7,697
New +$2.7M 0.47% 57
2022
Q3
Sell
-972
Closed -$336K 257
2022
Q2
$336K Buy
972
+1
+0.1% +$346 0.06% 178
2022
Q1
$403K Sell
971
-6,873
-88% -$2.85M 0.12% 152
2021
Q4
$3.42M Buy
7,844
+6,367
+431% +$2.78M 0.62% 45
2021
Q3
$582K Hold
1,477
0.14% 127
2021
Q2
$581K Sell
1,477
-440
-23% -$173K 0.3% 66
2021
Q1
$698K Buy
+1,917
New +$698K 0.43% 41
2020
Q1
Sell
-405
Closed -$119K 484
2019
Q4
$119K Buy
+405
New +$119K 0.07% 134