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 |
|