HTG Investment 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 | $2.21M | Hold |
3,893
| – | – | 0.82% | 25 |
|
|
2025
Q1 | $2M | Hold |
3,893
| – | – | 0.83% | 25 |
|
|
2024
Q4 | $2.1M | Hold |
3,893
| – | – | 0.96% | 24 |
|
|
2024
Q3 | $2.05M | Sell |
3,893
-179
| -4% | -$94.5K | 0.97% | 24 |
|
|
2024
Q2 | $2.04M | Hold |
4,072
| – | – | 1.1% | 20 |
|
|
2024
Q1 | $1.96M | Hold |
4,072
| – | – | 1.13% | 19 |
|
|
2023
Q4 | $1.78M | Hold |
4,072
| – | – | 1.16% | 19 |
|
|
2023
Q3 | $1.6M | Hold |
4,072
| – | – | 1.28% | 18 |
|
|
2023
Q2 | $1.66M | Buy |
4,072
+322
| +9% | +$131K | 1.37% | 18 |
|
|
2023
Q1 | $1.41M | Sell |
3,750
-35
| -0.9% | -$13.2K | 1.29% | 18 |
|
|
2022
Q4 | $1.33M | Buy |
+3,785
| New | +$1.33M | 1.35% | 16 |
|