Axiom Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $50.1M | Buy |
98,618
+16,516
| +20% | +$8.39M | 0.47% | 21 |
|
|
2024
Q2 | $39.5M | Buy |
82,102
+80,811
| +6,260% | +$38.9M | 0.43% | 23 |
|
|
2024
Q1 | $620K | Sell |
1,291
-199
| -13% | -$95.6K | 0.46% | 22 |
|
|
2023
Q4 | $651K | Buy |
1,490
+10
| +0.7% | +$4.37K | 0.52% | 21 |
|
|
2023
Q3 | $581K | Sell |
1,480
-8
| -0.5% | -$3.14K | 0.52% | 21 |
|
|
2023
Q2 | $606K | Buy |
1,488
+182
| +14% | +$74.1K | 0.54% | 21 |
|
|
2023
Q1 | $493K | Buy |
1,306
+4
| +0.3% | +$1.51K | 0.47% | 22 |
|
|
2022
Q4 | $457K | Buy |
1,302
+11
| +0.9% | +$3.86K | 0.48% | 21 |
|
|
2022
Q3 | $424K | Hold |
1,291
| – | – | 0.5% | 22 |
|
|
2022
Q2 | $448K | Hold |
1,291
| – | – | 0.5% | 22 |
|
|
2022
Q1 | $536K | Buy |
1,291
+20
| +2% | +$8.3K | 0.45% | 22 |
|
|
2021
Q4 | $555K | Buy |
+1,271
| New | +$555K | 0.46% | 23 |
|