AWM
Avondale Wealth Management’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 | $3.84M | Buy |
6,760
+349
| +5% | +$198K | 2.14% | 10 |
|
|
2025
Q1 | $3.29M | Buy |
6,411
+95
| +2% | +$48.8K | 2.07% | 11 |
|
|
2024
Q4 | $3.4M | Buy |
6,316
+125
| +2% | +$67.4K | 2.18% | 11 |
|
|
2024
Q3 | $3.27M | Hold |
6,191
| – | – | 2.12% | 11 |
|
|
2024
Q2 | $3.1M | Sell |
6,191
-85
| -1% | -$42.5K | 2.12% | 11 |
|
|
2024
Q1 | $3.02M | Sell |
6,276
-1,282
| -17% | -$616K | 2.11% | 11 |
|
|
2023
Q4 | $3.3M | Buy |
7,558
+577
| +8% | +$252K | 2.66% | 8 |
|
|
2023
Q3 | $2.74M | Hold |
6,981
| – | – | 2.41% | 11 |
|
|
2023
Q2 | $2.84M | Sell |
6,981
-21
| -0.3% | -$8.55K | 2.39% | 11 |
|
|
2023
Q1 | $2.63M | Sell |
7,002
-1,620
| -19% | -$609K | 2.27% | 11 |
|
|
2022
Q4 | $3.03M | Buy |
8,622
+592
| +7% | +$208K | 2.63% | 9 |
|
|
2022
Q3 | $2.64M | Buy |
8,030
+1,050
| +15% | +$345K | 2.87% | 9 |
|
|
2022
Q2 | $2.42M | Buy |
6,980
+441
| +7% | +$153K | 2.81% | 9 |
|
|
2022
Q1 | $2.72M | Sell |
6,539
-196
| -3% | -$81.4K | 3.19% | 8 |
|
|
2021
Q4 | $2.94M | Sell |
6,735
-299
| -4% | -$131K | 2.98% | 8 |
|
|
2021
Q3 | $2.77M | Hold |
7,034
| – | – | 2.71% | 9 |
|
|
2021
Q2 | $2.77M | Hold |
7,034
| – | – | 2.59% | 9 |
|
|
2021
Q1 | $2.56M | Hold |
7,034
| – | – | 2.52% | 9 |
|
|
2020
Q4 | $2.42M | Hold |
7,034
| – | – | 2.8% | 8 |
|
|
2020
Q3 | $2.16M | Sell |
7,034
-825
| -10% | -$254K | 3.27% | 7 |
|
|
2020
Q2 | $2.23M | Sell |
7,859
-416
| -5% | -$118K | 3.16% | 8 |
|
|
2020
Q1 | $1.96M | Buy |
8,275
+1,460
| +21% | +$346K | 3.1% | 9 |
|
|
2019
Q4 | $2.02M | Sell |
6,815
-2,004
| -23% | -$593K | 2.96% | 9 |
|
|
2019
Q3 | $2.4M | Sell |
8,819
-85,001
| -91% | -$23.2M | 3.97% | 8 |
|
|
2019
Q2 | $25.3M | Sell |
93,820
-246
| -0.3% | -$66.2K | 18.57% | 2 |
|
|
2019
Q1 | $24.4M | Sell |
94,066
-3,133
| -3% | -$813K | 18.77% | 2 |
|
|
2018
Q4 | $22.3M | Buy |
97,199
+5,247
| +6% | +$1.21M | 18.55% | 2 |
|
|
2018
Q3 | $24.6M | Buy |
91,952
+1,904
| +2% | +$508K | 23.22% | 2 |
|
|
2018
Q2 | $22.5M | Buy |
90,048
+2,875
| +3% | +$717K | 18.63% | 2 |
|
|
2018
Q1 | $21.1M | Buy |
+87,173
| New | +$21.1M | 17.31% | 2 |
|