Ballew Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
592
-1
| -0.2% | -$576 | 0.2% | 84 |
|
|
2025
Q1 | $291K | Buy |
593
+2
| +0.3% | +$981 | 0.2% | 86 |
|
|
2024
Q4 | $316K | Buy |
591
+6
| +1% | +$3.21K | 0.2% | 84 |
|
|
2024
Q3 | $310K | Buy |
585
+7
| +1% | +$3.71K | 0.21% | 82 |
|
|
2024
Q2 | $298K | Buy |
578
+20
| +4% | +$10.3K | 0.2% | 84 |
|
|
2024
Q1 | $264K | Hold |
558
| – | – | 0.18% | 86 |
|
|
2023
Q4 | $244K | Hold |
558
| – | – | 0.18% | 87 |
|
|
2023
Q3 | $218K | Sell |
558
-99
| -15% | -$38.6K | 0.18% | 91 |
|
|
2023
Q2 | $267K | Hold |
657
| – | – | 0.19% | 85 |
|
|
2023
Q1 | $264K | Buy |
+657
| New | +$264K | 0.19% | 88 |
|
|
2018
Q4 | – | Sell |
-118
| Closed | -$29K | – | 427 |
|
|
2018
Q3 | $29K | Buy |
118
+1
| +0.9% | +$246 | 0.03% | 210 |
|
|
2018
Q2 | $29K | Buy |
+117
| New | +$29K | 0.03% | 210 |
|