Autumn Glory Partners’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 | $10.5M | Sell |
18,406
-435
| -2% | -$247K | 4.89% | 1 |
|
|
2025
Q1 | $9.68M | Buy |
18,841
+2,314
| +14% | +$1.19M | 4.81% | 1 |
|
|
2024
Q4 | $8.9M | Buy |
16,527
+4
| +0% | +$2.16K | 4.37% | 1 |
|
|
2024
Q3 | $8.72M | Sell |
16,523
-300
| -2% | -$158K | 3.35% | 2 |
|
|
2024
Q2 | $8.41M | Buy |
16,823
+126
| +0.8% | +$63K | 4.29% | 1 |
|
|
2024
Q1 | $8.03M | Buy |
16,697
+4
| +0% | +$1.92K | 3.93% | 1 |
|
|
2023
Q4 | $7.29M | Buy |
16,693
+769
| +5% | +$336K | 4.15% | 1 |
|
|
2023
Q3 | $6.25M | Sell |
15,924
-9,738
| -38% | -$3.82M | 3.82% | 1 |
|
|
2023
Q2 | $4.96M | Buy |
25,662
+10,497
| +69% | +$2.03M | 3.63% | 3 |
|
|
2023
Q1 | $5.7M | Buy |
15,165
+111
| +0.7% | +$41.7K | 4.88% | 2 |
|
|
2022
Q4 | $5.29M | Buy |
15,054
+78
| +0.5% | +$27.4K | 2.83% | 3 |
|
|
2022
Q3 | $4.92M | Buy |
14,976
+1,120
| +8% | +$368K | 3.31% | 2 |
|
|
2022
Q2 | $4.81M | Buy |
13,856
+5,018
| +57% | +$1.74M | 3.55% | 3 |
|
|
2022
Q1 | $3.67M | Buy |
8,838
+982
| +13% | +$408K | 2.13% | 8 |
|
|
2021
Q4 | $3.43M | Buy |
+7,856
| New | +$3.43M | 1.43% | 16 |
|