Avidian Wealth Enterprises’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,130	Closed	-$577K	–	547
2024 Q4	$577K	Buy	3,130 +35	+1%	+$6.46K	0.03%	272
2024 Q3	$590K	Sell	3,095 -741	-19%	-$141K	0.03%	270
2024 Q2	$674K	Buy	3,836 +758	+25%	+$133K	0.03%	227
2024 Q1	$555K	Buy	+3,078	New	+$555K	0.03%	246