APWA
Atlas Private Wealth Advisors’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 | $296K | Sell |
521
-414
| -44% | -$235K | 0.04% | 160 |
|
|
2025
Q1 | $481K | Sell |
935
-3
| -0.3% | -$1.54K | 0.07% | 114 |
|
|
2024
Q4 | $505K | Buy |
938
+17
| +2% | +$9.16K | 0.07% | 101 |
|
|
2024
Q3 | $485K | Buy |
921
+4
| +0.4% | +$2.11K | 0.07% | 103 |
|
|
2024
Q2 | $459K | Buy |
917
+458
| +100% | +$229K | 0.07% | 99 |
|
|
2024
Q1 | $220K | Sell |
459
-536
| -54% | -$257K | 0.07% | 104 |
|
|
2023
Q4 | $434K | Buy |
995
+89
| +10% | +$38.8K | 0.08% | 92 |
|
|
2023
Q3 | $356K | Buy |
906
+3
| +0.3% | +$1.18K | 0.07% | 131 |
|
|
2023
Q2 | $368K | Buy |
+903
| New | +$368K | 0.07% | 130 |
|
|
2022
Q2 | – | Sell |
-1,537
| Closed | -$638K | – | 145 |
|
|
2022
Q1 | $638K | Sell |
1,537
-32
| -2% | -$13.3K | 0.28% | 77 |
|
|
2021
Q4 | $685K | Buy |
1,569
+10
| +0.6% | +$4.37K | 0.32% | 78 |
|
|
2021
Q3 | $615K | Buy |
1,559
+5
| +0.3% | +$1.97K | 0.32% | 72 |
|
|
2021
Q2 | $611K | Buy |
1,554
+645
| +71% | +$254K | 0.33% | 73 |
|
|
2021
Q1 | $331K | Buy |
909
+2
| +0.2% | +$728 | 0.18% | 92 |
|
|
2020
Q4 | $312K | Buy |
907
+228
| +34% | +$78.4K | 0.21% | 88 |
|
|
2020
Q3 | $209K | Buy |
679
+3
| +0.4% | +$923 | 0.17% | 100 |
|
|
2020
Q2 | $191K | Buy |
+676
| New | +$191K | 0.17% | 113 |
|