AWMNH
Arcadia Wealth Management (New Hampshire)’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 | $3.46M | Buy |
6,086
+869
| +17% | +$494K | 1.51% | 17 |
|
|
2025
Q1 | $2.68M | Sell |
5,217
-415
| -7% | -$213K | 1.32% | 18 |
|
|
2024
Q4 | $3.03M | Buy |
5,632
+12
| +0.2% | +$6.47K | 1.54% | 16 |
|
|
2024
Q3 | $2.97M | Buy |
5,620
+218
| +4% | +$115K | 1.56% | 16 |
|
|
2024
Q2 | $2.7M | Sell |
5,402
-303
| -5% | -$152K | 1.54% | 18 |
|
|
2024
Q1 | $2.7M | Sell |
5,705
-258
| -4% | -$122K | 1.66% | 16 |
|
|
2023
Q4 | $2.6M | Sell |
5,963
-2,209
| -27% | -$965K | 1.81% | 14 |
|
|
2023
Q3 | $3.21M | Sell |
8,172
-3,859
| -32% | -$1.52M | 2.5% | 12 |
|
|
2023
Q2 | $4.9M | Sell |
12,031
-38,890
| -76% | -$15.8M | 3.62% | 8 |
|
|
2023
Q1 | $19.2M | Sell |
50,921
-825
| -2% | -$310K | 15.89% | 1 |
|
|
2022
Q4 | $18.2M | Buy |
+51,746
| New | +$18.2M | 15.96% | 1 |
|