AWE
Avidian Wealth Enterprises’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
51,763
+6,766
| +15% | +$3.84M | 1.2% | 19 |
|
|
2025
Q1 | $23.1M | Buy |
44,997
+625
| +1% | +$321K | 1.03% | 21 |
|
|
2024
Q4 | $23.9M | Sell |
44,372
-89
| -0.2% | -$48K | 1.07% | 18 |
|
|
2024
Q3 | $23.5M | Buy |
44,461
+296
| +0.7% | +$156K | 1.07% | 18 |
|
|
2024
Q2 | $22.1M | Buy |
44,165
+21,215
| +92% | +$10.6M | 0.92% | 18 |
|
|
2024
Q1 | $11M | Sell |
22,950
-65
| -0.3% | -$31.2K | 0.54% | 32 |
|
|
2023
Q4 | $10.1M | Buy |
23,015
+2,822
| +14% | +$1.23M | 0.62% | 35 |
|
|
2023
Q3 | $7.93M | Sell |
20,193
-1,334
| -6% | -$524K | 0.56% | 38 |
|
|
2023
Q2 | $8.77M | Buy |
21,527
+11,893
| +123% | +$4.84M | 0.57% | 38 |
|
|
2023
Q1 | $3.62M | Sell |
9,634
-1,201
| -11% | -$452K | 0.2% | 100 |
|
|
2022
Q4 | $3.81M | Buy |
10,835
+3,693
| +52% | +$1.3M | 0.25% | 83 |
|
|
2022
Q3 | $2.35M | Sell |
7,142
-1,678
| -19% | -$551K | 0.17% | 85 |
|
|
2022
Q2 | $3.06M | Sell |
8,820
-20,250
| -70% | -$7.03M | 0.22% | 82 |
|
|
2022
Q1 | $12.1M | Sell |
29,070
-1,872
| -6% | -$777K | 0.74% | 28 |
|
|
2021
Q4 | $13.5M | Sell |
30,942
-283
| -0.9% | -$124K | 0.84% | 25 |
|
|
2021
Q3 | $12.3M | Buy |
31,225
+594
| +2% | +$234K | 0.94% | 23 |
|
|
2021
Q2 | $12.1M | Sell |
30,631
-61
| -0.2% | -$24K | 0.92% | 26 |
|
|
2021
Q1 | $11.2M | Buy |
30,692
+539
| +2% | +$196K | 0.95% | 25 |
|
|
2020
Q4 | $10.4M | Buy |
30,153
+11,876
| +65% | +$4.08M | 0.98% | 27 |
|
|
2020
Q3 | $5.62M | Buy |
18,277
+1,095
| +6% | +$337K | 0.64% | 38 |
|
|
2020
Q2 | $4.87M | Buy |
17,182
+10,926
| +175% | +$3.1M | 0.66% | 37 |
|
|
2020
Q1 | $1.48M | Sell |
6,256
-200
| -3% | -$47.4K | 0.24% | 53 |
|
|
2019
Q4 | $1.91M | Sell |
6,456
-89
| -1% | -$26.3K | 0.27% | 41 |
|
|
2019
Q3 | $1.78M | Buy |
6,545
+3,469
| +113% | +$946K | 0.29% | 35 |
|
|
2019
Q2 | $828K | Sell |
3,076
-580
| -16% | -$156K | 0.2% | 46 |
|
|
2019
Q1 | $949K | Sell |
3,656
-117,894
| -97% | -$30.6M | 0.21% | 42 |
|
|
2018
Q4 | $27.9M | Sell |
121,550
-39,011
| -24% | -$8.96M | 9.75% | 2 |
|
|
2018
Q3 | $42.9M | Sell |
160,561
-489
| -0.3% | -$131K | 13.42% | 1 |
|
|
2018
Q2 | $40.2M | Buy |
161,050
+95,306
| +145% | +$23.8M | 12.68% | 1 |
|
|
2018
Q1 | $15.9M | Sell |
65,744
-93,962
| -59% | -$22.7M | 5.33% | 6 |
|
|
2017
Q4 | $39.2K | Buy |
159,706
+11,285
| +8% | +$2.77K | 10.48% | 3 |
|
|
2017
Q3 | $34.3M | Sell |
148,421
-43,810
| -23% | -$10.1M | 13.05% | 1 |
|
|
2017
Q2 | $42.7M | Buy |
192,231
+994
| +0.5% | +$221K | 17.74% | 1 |
|
|
2017
Q1 | $41.4M | Buy |
191,237
+43,896
| +30% | +$9.5M | 15.86% | 1 |
|
|
2016
Q4 | $30.3M | Buy |
147,341
+2,724
| +2% | +$559K | 13.18% | 1 |
|
|
2016
Q3 | $28.7M | Buy |
144,617
+143,230
| +10,327% | +$28.5M | 11.65% | 2 |
|
|
2016
Q2 | $267 | Hold |
1,387
| – | – | 0.1% | 56 |
|
|
2016
Q1 | $262K | Buy |
+1,387
| New | +$262K | 0.14% | 51 |
|