Archvest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-422
| Closed | -$223K | – | 73 |
|
|
2024
Q3 | $223K | Sell |
422
-191
| -31% | -$101K | 0.14% | 59 |
|
|
2024
Q2 | $307K | Buy |
+613
| New | +$307K | 0.2% | 51 |
|
|
2023
Q4 | – | Sell |
-972
| Closed | -$382K | – | 59 |
|
|
2023
Q3 | $382K | Buy |
972
+61
| +7% | +$24K | 0.31% | 37 |
|
|
2023
Q2 | $371K | Hold |
911
| – | – | 0.3% | 34 |
|
|
2023
Q1 | $343K | Sell |
911
-4,939
| -84% | -$1.86M | 0.3% | 36 |
|
|
2022
Q4 | $290K | Buy |
5,850
+4,478
| +326% | +$222K | 0.29% | 33 |
|
|
2022
Q3 | $450K | Sell |
1,372
-109
| -7% | -$35.8K | 0.46% | 26 |
|
|
2022
Q2 | $514K | Hold |
1,481
| – | – | 0.51% | 24 |
|
|
2022
Q1 | $615K | Buy |
1,481
+172
| +13% | +$71.4K | 0.55% | 23 |
|
|
2021
Q4 | $571K | Buy |
+1,309
| New | +$571K | 0.49% | 24 |
|