Atlantic Private Wealth’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 | $303K | Sell |
534
-206
| -28% | -$117K | 0.2% | 39 |
|
|
2025
Q1 | $380K | Buy |
740
+206
| +39% | +$106K | 0.28% | 42 |
|
|
2024
Q4 | $288K | Sell |
534
-335
| -39% | -$181K | 0.22% | 38 |
|
|
2024
Q3 | $459K | Hold |
869
| – | – | 0.35% | 27 |
|
|
2024
Q2 | $435K | Hold |
869
| – | – | 0.35% | 26 |
|
|
2024
Q1 | $418K | Hold |
869
| – | – | 0.35% | 27 |
|
|
2023
Q4 | $380K | Sell |
869
-22
| -2% | -$9.61K | 0.34% | 26 |
|
|
2023
Q3 | $350K | Buy |
+891
| New | +$350K | 0.35% | 25 |
|