OBWP
O'Brien Wealth Partners’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 | $3.98M | Buy |
7,005
+6,363
| +991% | +$3.61M | 0.62% | 23 |
|
|
2025
Q1 | $330K | Hold |
642
| – | – | 0.06% | 38 |
|
|
2024
Q4 | $346K | Buy |
+642
| New | +$346K | 0.06% | 37 |
|
|
2018
Q4 | – | Sell |
-67
| Closed | -$18K | – | 195 |
|
|
2018
Q3 | $18K | Buy |
67
+61
| +1,017% | +$16.4K | 0.01% | 109 |
|
|
2018
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 89 |
|
|
2018
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 174 |
|