Arbor Wealth 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 | $850K | Hold |
1,496
| – | – | 0.69% | 25 |
|
|
2025
Q1 | $769K | Hold |
1,496
| – | – | 0.69% | 24 |
|
|
2024
Q4 | $806K | Hold |
1,496
| – | – | 0.72% | 23 |
|
|
2024
Q3 | $789K | Hold |
1,496
| – | – | 0.71% | 24 |
|
|
2024
Q2 | $748K | Hold |
1,496
| – | – | 0.74% | 23 |
|
|
2024
Q1 | $719K | Hold |
1,496
| – | – | 0.68% | 25 |
|
|
2023
Q4 | $653K | Buy |
+1,496
| New | +$653K | 0.67% | 26 |
|