Gibson 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 | $17.6M | Buy |
30,964
+3,322
| +12% | +$1.89M | 13.08% | 3 |
|
|
2025
Q1 | $14.2M | Sell |
27,642
-1,385
| -5% | -$712K | 11.4% | 3 |
|
|
2024
Q4 | $15.6M | Buy |
29,027
+386
| +1% | +$208K | 12.91% | 3 |
|
|
2024
Q3 | $15.1M | Buy |
28,641
+361
| +1% | +$190K | 12.3% | 3 |
|
|
2024
Q2 | $14.1M | Buy |
28,280
+1,091
| +4% | +$546K | 13.24% | 2 |
|
|
2024
Q1 | $13.1M | Buy |
+27,189
| New | +$13.1M | 12.59% | 2 |
|
|
2022
Q4 | $579M | Buy |
1,638,171
+1,609,692
| +5,652% | +$569M | 11.13% | 3 |
|
|
2022
Q3 | $9.35M | Sell |
28,479
-1,776
| -6% | -$583K | 10.75% | 3 |
|
|
2022
Q2 | $10.5M | Buy |
30,255
+333
| +1% | +$116K | 11.7% | 3 |
|
|
2022
Q1 | $12.4M | Sell |
29,922
-770
| -3% | -$320K | 12.68% | 3 |
|
|
2021
Q4 | $13.4M | Buy |
+30,692
| New | +$13.4M | 13.79% | 3 |
|