Droms Strauss 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 | $296K | Hold |
520
| – | – | 0.09% | 61 |
|
|
2025
Q1 | $267K | Sell |
520
-32
| -6% | -$16.5K | 0.09% | 56 |
|
|
2024
Q4 | $297K | Buy |
552
+7
| +1% | +$3.77K | 0.1% | 54 |
|
|
2024
Q3 | $288K | Buy |
545
+1
| +0.2% | +$528 | 0.1% | 56 |
|
|
2024
Q2 | $272K | Sell |
544
-126
| -19% | -$63K | 0.1% | 56 |
|
|
2024
Q1 | $322K | Buy |
670
+134
| +25% | +$64.4K | 0.12% | 53 |
|
|
2023
Q4 | $234K | Buy |
536
+13
| +2% | +$5.68K | 0.09% | 62 |
|
|
2023
Q3 | $205K | Buy |
523
+2
| +0.4% | +$784 | 0.09% | 63 |
|
|
2023
Q2 | $212K | Buy |
+521
| New | +$212K | 0.09% | 61 |
|
|
2022
Q2 | – | Sell |
-541
| Closed | -$228K | – | 63 |
|
|
2022
Q1 | $228K | Buy |
+541
| New | +$228K | 0.11% | 41 |
|
|
2021
Q3 | – | Sell |
-592
| Closed | -$236K | – | 52 |
|
|
2021
Q2 | $236K | Buy |
+592
| New | +$236K | 0.11% | 45 |
|