Financial Synergies 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 | $2.52M | Buy |
4,444
+277
| +7% | +$157K | 0.27% | 34 |
|
|
2025
Q1 | $2.14M | Buy |
4,167
+50
| +1% | +$25.7K | 0.26% | 33 |
|
|
2024
Q4 | $2.22M | Buy |
4,117
+12
| +0.3% | +$6.47K | 0.28% | 32 |
|
|
2024
Q3 | $2.17M | Buy |
4,105
+29
| +0.7% | +$15.3K | 0.27% | 32 |
|
|
2024
Q2 | $2.04M | Sell |
4,076
-68
| -2% | -$34K | 0.27% | 31 |
|
|
2024
Q1 | $1.99M | Buy |
4,144
+656
| +19% | +$315K | 0.26% | 34 |
|
|
2023
Q4 | $1.23M | Sell |
3,488
-13
| -0.4% | -$4.57K | 0.19% | 37 |
|
|
2023
Q3 | $1.37M | Sell |
3,501
-351
| -9% | -$138K | 0.2% | 35 |
|
|
2023
Q2 | $1.57M | Buy |
3,852
+78
| +2% | +$31.8K | 0.22% | 34 |
|
|
2023
Q1 | $1.42M | Buy |
3,774
+286
| +8% | +$108K | 0.21% | 35 |
|
|
2022
Q4 | $1.23M | Sell |
3,488
-2,284
| -40% | -$802K | 0.19% | 37 |
|
|
2022
Q3 | $1.89M | Buy |
5,772
+2,505
| +77% | +$822K | 0.33% | 26 |
|
|
2022
Q2 | $1.13M | Buy |
3,267
+494
| +18% | +$171K | 0.18% | 37 |
|
|
2022
Q1 | $1.15M | Buy |
2,773
+177
| +7% | +$73.5K | 0.18% | 34 |
|
|
2021
Q4 | $1.13M | Buy |
2,596
+519
| +25% | +$227K | 0.16% | 36 |
|
|
2021
Q3 | $819K | Buy |
2,077
+57
| +3% | +$22.5K | 0.11% | 36 |
|
|
2021
Q2 | $795K | Buy |
2,020
+51
| +3% | +$20.1K | 0.11% | 36 |
|
|
2021
Q1 | $717K | Hold |
1,969
| – | – | 0.1% | 35 |
|
|
2020
Q4 | $677K | Buy |
1,969
+431
| +28% | +$148K | 0.11% | 35 |
|
|
2020
Q3 | $473K | Sell |
1,538
-19
| -1% | -$5.85K | 0.12% | 43 |
|
|
2020
Q2 | $441K | Sell |
1,557
-2,067
| -57% | -$586K | 0.15% | 36 |
|
|
2020
Q1 | $858K | Buy |
3,624
+853
| +31% | +$202K | 0.49% | 18 |
|
|
2019
Q4 | $820K | Buy |
+2,771
| New | +$820K | 0.37% | 18 |
|