ERTS 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 | – | Sell |
-1,133
| Closed | -$582K | – | 82 |
|
|
2025
Q1 | $582K | Sell |
1,133
-1,091
| -49% | -$561K | 0.11% | 43 |
|
|
2024
Q4 | $1.2M | Buy |
2,224
+1,199
| +117% | +$646K | 0.23% | 29 |
|
|
2024
Q3 | $541K | Hold |
1,025
| – | – | 0.1% | 47 |
|
|
2024
Q2 | $513K | Hold |
1,025
| – | – | 0.1% | 47 |
|
|
2024
Q1 | $493K | Buy |
+1,025
| New | +$493K | 0.1% | 47 |
|
|
2019
Q1 | – | Sell |
-87
| Closed | -$20K | – | 297 |
|
|
2018
Q4 | $20K | Buy |
+87
| New | +$20K | 0.01% | 211 |
|