Austin 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 | $1.01M | Sell |
1,739
-1,734
| -50% | -$1.01M | 0.18% | 68 |
|
|
2025
Q1 | $1.74M | Buy |
3,473
+1,547
| +80% | +$777K | 0.35% | 48 |
|
|
2024
Q4 | $1.06M | Sell |
1,926
-77
| -4% | -$42.3K | 0.22% | 59 |
|
|
2024
Q3 | $1.05M | Hold |
2,003
| – | – | 0.23% | 54 |
|
|
2024
Q2 | $1.02M | Buy |
2,003
+2
| +0.1% | +$1.02K | 0.24% | 56 |
|
|
2024
Q1 | $975K | Buy |
2,001
+133
| +7% | +$64.8K | 0.24% | 54 |
|
|
2023
Q4 | $857K | Sell |
1,868
-678
| -27% | -$311K | 0.23% | 54 |
|
|
2023
Q3 | $1.07M | Buy |
+2,546
| New | +$1.07M | 0.33% | 45 |
|