AWM
Arista 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 | $15.7M | Buy |
27,568
+106
| +0.4% | +$60.2K | 2.17% | 12 |
|
|
2025
Q1 | $14.1M | Buy |
27,462
+349
| +1% | +$179K | 3.42% | 9 |
|
|
2024
Q4 | $14.6M | Buy |
27,113
+215
| +0.8% | +$116K | 3.5% | 8 |
|
|
2024
Q3 | $14.2M | Buy |
26,898
+740
| +3% | +$390K | 3.41% | 9 |
|
|
2024
Q2 | $13.1M | Buy |
26,158
+16,230
| +163% | +$8.12M | 3.44% | 9 |
|
|
2024
Q1 | $4.77M | Buy |
9,928
+742
| +8% | +$357K | 3.64% | 8 |
|
|
2023
Q4 | $4.01M | Buy |
9,186
+335
| +4% | +$146K | 1.47% | 12 |
|
|
2023
Q3 | $3.48M | Buy |
8,851
+4,655
| +111% | +$1.83M | 1.36% | 11 |
|
|
2023
Q2 | $1.71M | Sell |
4,196
-1,271
| -23% | -$518K | 0.71% | 16 |
|
|
2023
Q1 | $2.06M | Sell |
5,467
-406
| -7% | -$153K | 1.12% | 16 |
|
|
2022
Q4 | $2.06M | Buy |
+5,873
| New | +$2.06M | 1.3% | 15 |
|