LA
LexAurum Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
12,504
+515
| +4% | +$293K | 1.12% | 23 |
|
|
2025
Q1 | $6.16M | Buy |
11,989
+425
| +4% | +$218K | 1.18% | 20 |
|
|
2024
Q4 | $6.23M | Buy |
11,564
+9,195
| +388% | +$4.95M | 1.23% | 19 |
|
|
2024
Q3 | $1.25M | Buy |
2,369
+543
| +30% | +$287K | 0.27% | 81 |
|
|
2024
Q2 | $913K | Buy |
1,826
+32
| +2% | +$16K | 0.22% | 100 |
|
|
2024
Q1 | $862K | Buy |
1,794
+15
| +0.8% | +$7.21K | 0.22% | 103 |
|
|
2023
Q4 | $777K | Buy |
1,779
+485
| +37% | +$212K | 0.2% | 110 |
|
|
2023
Q3 | $508K | Sell |
1,294
-16
| -1% | -$6.28K | 0.15% | 139 |
|
|
2023
Q2 | $534K | Sell |
1,310
-54
| -4% | -$22K | 0.16% | 127 |
|
|
2023
Q1 | $513K | Buy |
1,364
+45
| +3% | +$16.9K | 0.17% | 127 |
|
|
2022
Q4 | $463K | Sell |
1,319
-66
| -5% | -$23.2K | 0.17% | 128 |
|
|
2022
Q3 | $455K | Sell |
1,385
-466
| -25% | -$153K | 0.18% | 125 |
|
|
2022
Q2 | $642K | Buy |
1,851
+1,208
| +188% | +$419K | 0.24% | 90 |
|
|
2022
Q1 | $267K | Sell |
643
-26
| -4% | -$10.8K | 0.09% | 206 |
|
|
2021
Q4 | $292K | Sell |
669
-686
| -51% | -$299K | 0.1% | 203 |
|
|
2021
Q3 | $534K | Sell |
1,355
-135
| -9% | -$53.2K | 0.16% | 156 |
|
|
2021
Q2 | $586K | Sell |
1,490
-58
| -4% | -$22.8K | 0.17% | 144 |
|
|
2021
Q1 | $564K | Buy |
1,548
+16
| +1% | +$5.83K | 0.19% | 124 |
|
|
2020
Q4 | $527K | Buy |
1,532
+3
| +0.2% | +$1.03K | 0.19% | 123 |
|
|
2020
Q3 | $470K | Buy |
1,529
+141
| +10% | +$43.3K | 0.19% | 109 |
|
|
2020
Q2 | $393K | Buy |
1,388
+88
| +7% | +$24.9K | 0.21% | 104 |
|
|
2020
Q1 | $308K | Sell |
1,300
-66
| -5% | -$15.6K | 0.21% | 102 |
|
|
2019
Q4 | $404K | Buy |
+1,366
| New | +$404K | 0.2% | 123 |
|