Aviance Capital 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 | $2.26M | Buy |
3,976
+563
| +16% | +$320K | 0.3% | 78 |
|
|
2025
Q1 | $1.75M | Buy |
3,413
+75
| +2% | +$38.5K | 0.25% | 93 |
|
|
2024
Q4 | $1.8M | Buy |
3,338
+131
| +4% | +$70.6K | 0.25% | 91 |
|
|
2024
Q3 | $1.69M | Buy |
3,207
+322
| +11% | +$170K | 0.22% | 112 |
|
|
2024
Q2 | $1.44M | Buy |
2,885
+756
| +36% | +$378K | 0.21% | 115 |
|
|
2024
Q1 | $1.02M | Buy |
+2,129
| New | +$1.02M | 0.15% | 143 |
|
|
2023
Q4 | – | Sell |
-1,005
| Closed | -$395K | – | 268 |
|
|
2023
Q3 | $395K | Buy |
1,005
+2
| +0.2% | +$785 | 0.09% | 182 |
|
|
2023
Q2 | $408K | Buy |
1,003
+42
| +4% | +$17.1K | 0.09% | 193 |
|
|
2023
Q1 | $361K | Buy |
961
+280
| +41% | +$105K | 0.08% | 197 |
|
|
2022
Q4 | $239K | Buy |
681
+25
| +4% | +$8.79K | 0.06% | 249 |
|
|
2022
Q3 | $215K | Sell |
656
-30
| -4% | -$9.83K | 0.05% | 240 |
|
|
2022
Q2 | $238K | Buy |
686
+39
| +6% | +$13.5K | 0.05% | 242 |
|
|
2022
Q1 | $268K | Buy |
647
+2
| +0.3% | +$828 | 0.05% | 230 |
|
|
2021
Q4 | $281K | Buy |
+645
| New | +$281K | 0.05% | 226 |
|