Clarity 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 | $2.01M | Buy |
3,538
+741
| +26% | +$421K | 0.5% | 37 |
|
|
2025
Q1 | $1.44M | Buy |
2,797
+312
| +13% | +$160K | 0.4% | 37 |
|
|
2024
Q4 | $1.34M | Buy |
2,485
+24
| +1% | +$12.9K | 0.37% | 40 |
|
|
2024
Q3 | $1.3M | Buy |
2,461
+105
| +4% | +$55.4K | 0.38% | 39 |
|
|
2024
Q2 | $1.18M | Buy |
2,356
+96
| +4% | +$48K | 0.38% | 39 |
|
|
2024
Q1 | $1.09M | Buy |
2,260
+14
| +0.6% | +$6.73K | 0.37% | 39 |
|
|
2023
Q4 | $981K | Sell |
2,246
-33
| -1% | -$14.4K | 0.37% | 39 |
|
|
2023
Q3 | $895K | Buy |
2,279
+4
| +0.2% | +$1.57K | 0.41% | 36 |
|
|
2023
Q2 | $926K | Sell |
2,275
-130
| -5% | -$52.9K | 0.42% | 36 |
|
|
2023
Q1 | $904K | Sell |
2,405
-829
| -26% | -$312K | 0.46% | 35 |
|
|
2022
Q4 | $1.14M | Buy |
3,234
+1,907
| +144% | +$670K | 0.65% | 30 |
|
|
2022
Q3 | $435K | Buy |
1,327
+5
| +0.4% | +$1.64K | 0.26% | 41 |
|
|
2022
Q2 | $458K | Hold |
1,322
| – | – | 0.26% | 42 |
|
|
2022
Q1 | $549K | Buy |
1,322
+36
| +3% | +$15K | 0.26% | 43 |
|
|
2021
Q4 | $561K | Buy |
1,286
+8
| +0.6% | +$3.49K | 0.26% | 43 |
|
|
2021
Q3 | $504K | Buy |
+1,278
| New | +$504K | 0.25% | 46 |
|