Milestone 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 | $21K | Hold |
37
| – | – | 0.01% | 111 |
|
|
2025
Q1 | $19K | Hold |
37
| – | – | 0.01% | 114 |
|
|
2024
Q4 | $19.9K | Hold |
37
| – | – | 0.01% | 115 |
|
|
2024
Q3 | $19.5K | Hold |
37
| – | – | 0.01% | 114 |
|
|
2024
Q2 | $18.5K | Buy |
37
+3
| +9% | +$1.5K | ﹤0.01% | 113 |
|
|
2024
Q1 | $16.3K | Hold |
34
| – | – | ﹤0.01% | 112 |
|
|
2023
Q4 | $14.9K | Hold |
34
| – | – | ﹤0.01% | 109 |
|
|
2023
Q3 | $13.4K | Sell |
34
-32
| -48% | -$12.6K | ﹤0.01% | 280 |
|
|
2023
Q2 | $26.9K | Sell |
66
-7
| -10% | -$2.85K | 0.01% | 95 |
|
|
2023
Q1 | $27.5K | Sell |
73
-2
| -3% | -$752 | 0.01% | 248 |
|
|
2022
Q4 | $26.4K | Buy |
+75
| New | +$26.4K | 0.01% | 96 |
|