AWM
Aries Wealth Management’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 | $2.11M | Sell |
3,707
-472
| -11% | -$268K | 0.55% | 44 |
|
|
2025
Q1 | $2.15M | Sell |
4,179
-171
| -4% | -$87.9K | 0.58% | 48 |
|
|
2024
Q4 | $2.34M | Buy |
4,350
+9
| +0.2% | +$4.85K | 0.65% | 41 |
|
|
2024
Q3 | $2.29M | Sell |
4,341
-20
| -0.5% | -$10.6K | 0.63% | 43 |
|
|
2024
Q2 | $2.18M | Buy |
4,361
+127
| +3% | +$63.5K | 0.69% | 37 |
|
|
2024
Q1 | $2.04M | Buy |
4,234
+115
| +3% | +$55.3K | 0.66% | 39 |
|
|
2023
Q4 | $1.8M | Buy |
4,119
+141
| +4% | +$61.6K | 0.64% | 42 |
|
|
2023
Q3 | $1.59M | Buy |
3,978
+220
| +6% | +$88.1K | 0.62% | 44 |
|
|
2023
Q2 | $1.53M | Buy |
3,758
+52
| +1% | +$21.2K | 0.59% | 50 |
|
|
2023
Q1 | $1.39M | Buy |
3,706
+52
| +1% | +$19.6K | 0.57% | 54 |
|
|
2022
Q4 | $1.28M | Buy |
3,654
+327
| +10% | +$115K | 0.55% | 54 |
|
|
2022
Q3 | $1.18M | Buy |
3,327
+830
| +33% | +$295K | 0.52% | 55 |
|
|
2022
Q2 | $866K | Buy |
+2,497
| New | +$866K | 0.39% | 72 |
|
|
2022
Q1 | – | Sell |
-2,497
| Closed | -$1.09M | – | 223 |
|
|
2021
Q4 | $1.09M | Sell |
2,497
-44
| -2% | -$19.2K | 0.42% | 62 |
|
|
2021
Q3 | $1M | Sell |
2,541
-40
| -2% | -$15.8K | 0.42% | 63 |
|
|
2021
Q2 | $1.02M | Hold |
2,581
| – | – | 0.43% | 61 |
|
|
2021
Q1 | $976K | Buy |
2,581
+672
| +35% | +$254K | 0.44% | 61 |
|
|
2020
Q4 | $669K | Sell |
1,909
-44
| -2% | -$15.4K | 0.33% | 67 |
|
|
2020
Q3 | $601K | Buy |
1,953
+22
| +1% | +$6.77K | 0.34% | 71 |
|
|
2020
Q2 | $547K | Sell |
1,931
-375
| -16% | -$106K | 0.33% | 74 |
|
|
2020
Q1 | $534K | Sell |
2,306
-240
| -9% | -$55.6K | 0.41% | 64 |
|
|
2019
Q4 | $757K | Hold |
2,546
| – | – | 0.46% | 59 |
|
|
2019
Q3 | $693K | Hold |
2,546
| – | – | 0.46% | 61 |
|
|
2019
Q2 | $698K | Sell |
2,546
-14
| -0.5% | -$3.84K | 0.49% | 55 |
|
|
2019
Q1 | $664K | Sell |
2,560
-24
| -0.9% | -$6.23K | 0.5% | 54 |
|
|
2018
Q4 | $594K | Buy |
2,584
+663
| +35% | +$152K | 0.63% | 51 |
|
|
2018
Q3 | $513K | Hold |
1,921
| – | – | 0.46% | 61 |
|
|
2018
Q2 | $496K | Hold |
1,921
| – | – | 0.46% | 66 |
|
|
2018
Q1 | $468K | Hold |
1,921
| – | – | 0.45% | 67 |
|
|
2017
Q4 | $495K | Buy |
+1,921
| New | +$495K | 0.46% | 69 |
|