Atlas Private Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $459K | Buy |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $434K | Buy |
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $611K | Buy |
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|
2021
Q1 | $331K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q2 | $191K | Buy |
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