Axxcess 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 | $17.1M | Buy |
30,117
+7,796
| +35% | +$4.43M | 0.4% | 47 |
|
|
2025
Q1 | $11.5M | Buy |
22,321
+8,451
| +61% | +$4.34M | 0.3% | 68 |
|
|
2024
Q4 | $7.47M | Buy |
13,870
+1,009
| +8% | +$544K | 0.18% | 97 |
|
|
2024
Q3 | $6.79M | Buy |
12,861
+1,770
| +16% | +$934K | 0.17% | 108 |
|
|
2024
Q2 | $5.55M | Buy |
11,091
+2,068
| +23% | +$1.03M | 0.15% | 120 |
|
|
2024
Q1 | $4.34M | Buy |
9,023
+972
| +12% | +$467K | 0.12% | 140 |
|
|
2023
Q4 | $3.52M | Sell |
8,051
-78
| -1% | -$34.1K | 0.1% | 165 |
|
|
2023
Q3 | $3.19M | Buy |
8,129
+5,602
| +222% | +$2.2M | 0.11% | 145 |
|
|
2023
Q2 | $1.03M | Buy |
2,527
+834
| +49% | +$340K | 0.07% | 221 |
|
|
2023
Q1 | $637K | Sell |
1,693
-2,036
| -55% | -$766K | 0.05% | 322 |
|
|
2022
Q4 | $1.31M | Buy |
3,729
+2,041
| +121% | +$717K | 0.11% | 181 |
|
|
2022
Q3 | $554K | Hold |
1,688
| – | – | 0.05% | 299 |
|
|
2022
Q2 | $586K | Sell |
1,688
-1,546
| -48% | -$537K | 0.05% | 269 |
|
|
2022
Q1 | $1.34M | Buy |
3,234
+1,730
| +115% | +$718K | 0.1% | 164 |
|
|
2021
Q4 | $657K | Buy |
+1,504
| New | +$657K | 0.05% | 296 |
|