One 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 | $354K | Buy |
624
+13
| +2% | +$7.38K | 0.05% | 201 |
|
|
2025
Q1 | $314K | Sell |
611
-191
| -24% | -$98.2K | 0.05% | 205 |
|
|
2024
Q4 | $432K | Sell |
802
-42
| -5% | -$22.6K | 0.06% | 137 |
|
|
2024
Q3 | $447K | Sell |
844
-113
| -12% | -$59.8K | 0.07% | 147 |
|
|
2024
Q2 | $469K | Buy |
957
+153
| +19% | +$74.9K | 0.1% | 104 |
|
|
2024
Q1 | $386K | Sell |
804
-10
| -1% | -$4.81K | 0.07% | 155 |
|
|
2023
Q4 | $356K | Buy |
814
+235
| +41% | +$103K | 0.07% | 137 |
|
|
2023
Q3 | $227K | Sell |
579
-11
| -2% | -$4.32K | 0.05% | 168 |
|
|
2023
Q2 | $240K | Buy |
590
+21
| +4% | +$8.55K | 0.05% | 178 |
|
|
2023
Q1 | $214K | Hold |
569
| – | – | 0.05% | 183 |
|
|
2022
Q4 | $200K | Buy |
+569
| New | +$200K | 0.05% | 191 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$16K | – | 459 |
|
|
2018
Q3 | $16K | Buy |
+60
| New | +$16K | 0.01% | 335 |
|
|
2018
Q1 | – | Sell |
-307
| Closed | -$75K | – | 585 |
|
|
2017
Q4 | $75K | Buy |
+307
| New | +$75K | 0.06% | 238 |
|