OHWA
Oak Hill Wealth 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 | $574K | Buy |
1,007
+7
| +0.7% | +$3.99K | 0.12% | 91 |
|
|
2025
Q1 | $514K | Buy |
1,000
+7
| +0.7% | +$3.6K | 0.12% | 87 |
|
|
2024
Q4 | $535K | Buy |
+993
| New | +$535K | 0.13% | 81 |
|
|
2024
Q3 | – | Sell |
-983
| Closed | -$492K | – | 105 |
|
|
2024
Q2 | $492K | Buy |
+983
| New | +$492K | 0.15% | 65 |
|
|
2024
Q1 | – | Sell |
-964
| Closed | -$421K | – | 96 |
|
|
2023
Q4 | $421K | Hold |
964
| – | – | 0.15% | 72 |
|
|
2023
Q3 | $379K | Buy |
964
+18
| +2% | +$7.07K | 0.15% | 72 |
|
|
2023
Q2 | $385K | Hold |
946
| – | – | 0.14% | 72 |
|
|
2023
Q1 | $356K | Sell |
946
-46
| -5% | -$17.3K | 0.14% | 77 |
|
|
2022
Q4 | $349K | Buy |
+992
| New | +$349K | 0.14% | 77 |
|