Martel 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 | $2.11M | Hold |
3,713
| – | – | 0.39% | 23 |
|
|
2025
Q1 | $1.91M | Sell |
3,713
-254
| -6% | -$131K | 0.38% | 24 |
|
|
2024
Q4 | $2.14M | Sell |
3,967
-261
| -6% | -$141K | 0.42% | 23 |
|
|
2024
Q3 | $2.23M | Sell |
4,228
-13
| -0.3% | -$6.85K | 0.46% | 22 |
|
|
2024
Q2 | $2.12M | Sell |
4,241
-350
| -8% | -$175K | 0.46% | 22 |
|
|
2024
Q1 | $2.21M | Sell |
4,591
-394
| -8% | -$189K | 0.48% | 22 |
|
|
2023
Q4 | $2.18M | Sell |
4,985
-186
| -4% | -$81.2K | 0.49% | 23 |
|
|
2023
Q3 | $2.03M | Sell |
5,171
-386
| -7% | -$152K | 0.51% | 23 |
|
|
2023
Q2 | $2.26M | Sell |
5,557
-181
| -3% | -$73.7K | 0.55% | 22 |
|
|
2023
Q1 | $2.16M | Sell |
5,738
-16
| -0.3% | -$6.02K | 0.55% | 23 |
|
|
2022
Q4 | $2.02M | Hold |
5,754
| – | – | 0.55% | 24 |
|
|
2022
Q3 | $1.89M | Buy |
5,754
+9
| +0.2% | +$2.96K | 0.54% | 23 |
|
|
2022
Q2 | $1.99M | Sell |
5,745
-10
| -0.2% | -$3.47K | 0.54% | 21 |
|
|
2022
Q1 | $2.39M | Buy |
5,755
+200
| +4% | +$83K | 0.58% | 20 |
|
|
2021
Q4 | $2.43M | Sell |
5,555
-335
| -6% | -$146K | 0.57% | 21 |
|
|
2021
Q3 | $2.32M | Sell |
5,890
-806
| -12% | -$318K | 0.58% | 20 |
|
|
2021
Q2 | $2.63M | Buy |
6,696
+203
| +3% | +$79.9K | 0.66% | 20 |
|
|
2021
Q1 | $2.37M | Sell |
6,493
-233
| -3% | -$84.9K | 0.66% | 19 |
|
|
2020
Q4 | $2.31M | Buy |
6,726
+930
| +16% | +$320K | 0.67% | 19 |
|
|
2020
Q3 | $1.78M | Sell |
5,796
-23
| -0.4% | -$7.08K | 0.58% | 18 |
|
|
2020
Q2 | $1.65M | Sell |
5,819
-27
| -0.5% | -$7.65K | 0.57% | 20 |
|
|
2020
Q1 | $1.38M | Sell |
5,846
-174
| -3% | -$41.2K | 0.54% | 19 |
|
|
2019
Q4 | $1.78M | Sell |
6,020
-78
| -1% | -$23.1K | 0.61% | 18 |
|
|
2019
Q3 | $1.66M | Sell |
6,098
-138
| -2% | -$37.6K | 0.6% | 19 |
|
|
2019
Q2 | $1.68M | Sell |
6,236
-502
| -7% | -$135K | 0.61% | 19 |
|
|
2019
Q1 | $1.75M | Sell |
6,738
-555
| -8% | -$144K | 0.66% | 19 |
|
|
2018
Q4 | $1.68M | Buy |
7,293
+59
| +0.8% | +$13.6K | 0.69% | 19 |
|
|
2018
Q3 | $1.93M | Buy |
+7,234
| New | +$1.93M | 0.74% | 19 |
|