Annis Gardner Whiting Capital 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 | $1.93M | Buy |
3,393
+12
| +0.4% | +$6.84K | 0.67% | 26 |
|
|
2025
Q1 | $1.74M | Buy |
3,381
+14
| +0.4% | +$7.2K | 0.73% | 24 |
|
|
2024
Q4 | $1.81M | Hold |
3,367
| – | – | 0.51% | 37 |
|
|
2024
Q3 | $1.78M | Buy |
3,367
+27
| +0.8% | +$14.3K | 0.5% | 32 |
|
|
2024
Q2 | $1.68M | Buy |
3,340
+12
| +0.4% | +$6.02K | 0.48% | 34 |
|
|
2024
Q1 | $1.6M | Buy |
3,328
+131
| +4% | +$63K | 0.57% | 22 |
|
|
2023
Q4 | $1.4M | Hold |
3,197
| – | – | 0.62% | 23 |
|
|
2023
Q3 | $1.26M | Buy |
+3,197
| New | +$1.26M | 0.67% | 21 |
|