Carolina Wealth 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 | $291K | Hold |
513
| – | – | 0.14% | 56 |
|
|
2025
Q1 | $264K | Buy |
+513
| New | +$264K | 0.14% | 60 |
|
|
2023
Q2 | – | Sell |
-8
| Closed | -$3.01K | – | 297 |
|
|
2023
Q1 | $3.01K | Buy |
+8
| New | +$3.01K | ﹤0.01% | 204 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 312 |
|
|
2022
Q2 | $1K | Sell |
2
-5
| -71% | -$2.5K | ﹤0.01% | 256 |
|
|
2022
Q1 | $3K | Hold |
7
| – | – | ﹤0.01% | 242 |
|
|
2021
Q4 | $3K | Hold |
7
| – | – | ﹤0.01% | 244 |
|
|
2021
Q3 | $3K | Hold |
7
| – | – | ﹤0.01% | 236 |
|
|
2021
Q2 | $3K | Buy |
7
+2
| +40% | +$857 | ﹤0.01% | 255 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 284 |
|
|
2020
Q4 | $2K | Sell |
5
-84
| -94% | -$33.6K | ﹤0.01% | 222 |
|
|
2020
Q3 | $27K | Hold |
89
| – | – | 0.02% | 86 |
|
|
2020
Q2 | $25K | Hold |
89
| – | – | 0.02% | 78 |
|
|
2020
Q1 | $21K | Sell |
89
-135
| -60% | -$31.9K | 0.02% | 76 |
|
|
2019
Q4 | $66K | Buy |
+224
| New | +$66K | 0.06% | 62 |
|