Hudson Valley 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
Q1 | – | Sell |
-415
| Closed | -$224K | – | 179 |
|
|
2024
Q4 | $224K | Hold |
415
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $219K | Sell |
415
-77
| -16% | -$40.6K | 0.02% | 158 |
|
|
2024
Q2 | $215K | Buy |
492
+12
| +3% | +$5.23K | 0.03% | 167 |
|
|
2024
Q1 | $231K | Sell |
480
-12
| -2% | -$5.77K | 0.03% | 162 |
|
|
2023
Q4 | $215K | Sell |
492
-80
| -14% | -$34.9K | 0.03% | 167 |
|
|
2023
Q3 | $225K | Buy |
+572
| New | +$225K | 0.03% | 170 |
|
|
2021
Q3 | – | Sell |
-588
| Closed | -$231K | – | 192 |
|
|
2021
Q2 | $231K | Hold |
588
| – | – | 0.04% | 157 |
|
|
2021
Q1 | $214K | Buy |
+588
| New | +$214K | 0.04% | 160 |
|