Aprio Wealth Management’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 | $3.1M | Buy |
5,458
+10
| +0.2% | +$5.68K | 0.35% | 49 |
|
|
2025
Q1 | $2.8M | Buy |
5,448
+4,448
| +445% | +$2.29M | 0.35% | 52 |
|
|
2024
Q4 | $539K | Buy |
1,000
+145
| +17% | +$78.1K | 0.08% | 128 |
|
|
2024
Q3 | $451K | Sell |
855
-108
| -11% | -$57K | 0.07% | 131 |
|
|
2024
Q2 | $482K | Buy |
963
+83
| +9% | +$41.5K | 0.09% | 111 |
|
|
2024
Q1 | $423K | Sell |
880
-844
| -49% | -$406K | 0.08% | 112 |
|
|
2023
Q4 | $753K | Sell |
1,724
-103
| -6% | -$45K | 0.17% | 73 |
|
|
2023
Q3 | $717K | Buy |
1,827
+229
| +14% | +$89.9K | 0.2% | 63 |
|
|
2023
Q2 | $651K | Buy |
1,598
+506
| +46% | +$206K | 0.18% | 62 |
|
|
2023
Q1 | $411K | Sell |
1,092
-91
| -8% | -$34.2K | 0.13% | 76 |
|
|
2022
Q4 | $416K | Buy |
1,183
+250
| +27% | +$87.8K | 0.15% | 73 |
|
|
2022
Q3 | $306K | Buy |
+933
| New | +$306K | 0.12% | 74 |
|