Lifeworks 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 | $1.71M | Buy |
3,014
+2,120
| +237% | +$1.2M | 0.26% | 92 |
|
|
2025
Q1 | $460K | Buy |
894
+106
| +13% | +$54.5K | 0.08% | 189 |
|
|
2024
Q4 | $425K | Buy |
788
+9
| +1% | +$4.85K | 0.08% | 190 |
|
|
2024
Q3 | $411K | Buy |
779
+40
| +5% | +$21.1K | 0.08% | 188 |
|
|
2024
Q2 | $370K | Buy |
+739
| New | +$370K | 0.1% | 154 |
|