Mills 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 | $689K | Buy |
1,214
+31
| +3% | +$17.6K | 0.32% | 38 |
|
|
2025
Q1 | $608K | Sell |
1,183
-109
| -8% | -$56K | 0.32% | 39 |
|
|
2024
Q4 | $696K | Buy |
1,292
+50
| +4% | +$26.9K | 0.4% | 35 |
|
|
2024
Q3 | $655K | Sell |
1,242
-24
| -2% | -$12.7K | 0.45% | 31 |
|
|
2024
Q2 | $633K | Sell |
1,266
-34
| -3% | -$17K | 0.45% | 30 |
|
|
2024
Q1 | $625K | Sell |
1,300
-78
| -6% | -$37.5K | 0.46% | 32 |
|
|
2023
Q4 | $602K | Sell |
1,378
-38
| -3% | -$16.6K | 0.46% | 29 |
|
|
2023
Q3 | $556K | Sell |
1,416
-129
| -8% | -$50.7K | 0.45% | 29 |
|
|
2023
Q2 | $629K | Buy |
1,545
+16
| +1% | +$6.52K | 0.48% | 28 |
|
|
2023
Q1 | $575K | Sell |
1,529
-271
| -15% | -$102K | 0.46% | 29 |
|
|
2022
Q4 | $632K | Buy |
+1,800
| New | +$632K | 0.57% | 34 |
|