AWA
Aquire Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
1,345
+149
| +12% | +$84.6K | 0.21% | 26 |
|
|
2025
Q1 | $615K | Buy |
1,196
+1
| +0.1% | +$514 | 0.19% | 29 |
|
|
2024
Q4 | $644K | Sell |
1,195
-7
| -0.6% | -$3.77K | 0.2% | 29 |
|
|
2024
Q3 | $634K | Buy |
1,202
+5
| +0.4% | +$2.64K | 0.2% | 28 |
|
|
2024
Q2 | $599K | Buy |
1,197
+11
| +0.9% | +$5.5K | 0.2% | 29 |
|
|
2024
Q1 | $570K | Buy |
1,186
+91
| +8% | +$43.7K | 0.2% | 31 |
|
|
2023
Q4 | $478K | Buy |
1,095
+53
| +5% | +$23.2K | 0.18% | 31 |
|
|
2023
Q3 | $409K | Buy |
1,042
+42
| +4% | +$16.5K | 0.17% | 31 |
|
|
2023
Q2 | $407K | Buy |
+1,000
| New | +$407K | 0.16% | 31 |
|
|
2022
Q1 | – | Sell |
-105
| Closed | -$46K | – | 244 |
|
|
2021
Q4 | $46K | Buy |
+105
| New | +$46K | 0.02% | 96 |
|