Authentikos Wealth Advisory’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
Q1 | – | Sell |
-1,977
| Closed | -$1.07M | – | 97 |
|
|
2024
Q4 | $1.07M | Sell |
1,977
-37
| -2% | -$19.9K | 1.05% | 26 |
|
|
2024
Q3 | $1.06M | Buy |
+2,014
| New | +$1.06M | 1.02% | 27 |
|
|
2024
Q2 | – | Sell |
-2,010
| Closed | -$966K | – | 71 |
|
|
2024
Q1 | $966K | Sell |
2,010
-1,003
| -33% | -$482K | 0.97% | 27 |
|
|
2023
Q4 | $1.32M | Buy |
3,013
+2,594
| +619% | +$1.13M | 1.4% | 18 |
|
|
2023
Q3 | $165K | Buy |
+419
| New | +$165K | 0.16% | 74 |
|