Avalon Capital 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 | $436K | Hold |
768
| – | – | 0.12% | 88 |
|
|
2025
Q1 | $394K | Sell |
768
-19
| -2% | -$9.76K | 0.11% | 94 |
|
|
2024
Q4 | $424K | Hold |
787
| – | – | 0.14% | 93 |
|
|
2024
Q3 | $415K | Hold |
787
| – | – | 0.13% | 88 |
|
|
2024
Q2 | $393K | Buy |
+787
| New | +$393K | 0.12% | 83 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$225K | – | 57 |
|
|
2018
Q2 | $225K | Hold |
900
| – | – | 0.22% | 43 |
|
|
2018
Q1 | $218K | Hold |
900
| – | – | 0.21% | 53 |
|
|
2017
Q4 | $221K | Sell |
900
-62
| -6% | -$15.2K | 0.2% | 67 |
|
|
2017
Q3 | $222K | Buy |
+962
| New | +$222K | 0.15% | 84 |
|