Atticus Wealth Management’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 | $982K | Buy |
1,729
+826
| +91% | +$469K | 0.27% | 52 |
|
|
2025
Q1 | $464K | Buy |
903
+1
| +0.1% | +$514 | 0.15% | 77 |
|
|
2024
Q4 | $486K | Sell |
902
-37
| -4% | -$19.9K | 0.15% | 73 |
|
|
2024
Q3 | $495K | Buy |
939
+1
| +0.1% | +$528 | 0.16% | 71 |
|
|
2024
Q2 | $469K | Hold |
938
| – | – | 0.15% | 69 |
|
|
2024
Q1 | $451K | Buy |
938
+1
| +0.1% | +$481 | 0.15% | 73 |
|
|
2023
Q4 | $409K | Sell |
937
-177
| -16% | -$77.3K | 0.14% | 82 |
|
|
2023
Q3 | $438K | Buy |
1,114
+1
| +0.1% | +$393 | 0.17% | 80 |
|
|
2023
Q2 | $453K | Buy |
1,113
+810
| +267% | +$330K | 0.17% | 83 |
|
|
2023
Q1 | $114K | Buy |
303
+21
| +7% | +$7.9K | 0.04% | 162 |
|
|
2022
Q4 | $99.1K | Buy |
282
+37
| +15% | +$13K | 0.04% | 181 |
|
|
2022
Q3 | $85K | Hold |
245
| – | – | 0.04% | 184 |
|
|
2022
Q2 | $85K | Buy |
245
+115
| +88% | +$39.9K | 0.04% | 204 |
|
|
2022
Q1 | $54K | Buy |
+130
| New | +$54K | 0.02% | 240 |
|