OWA
ORBA 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 | $940K | Buy |
1,655
+36
| +2% | +$20.4K | 0.86% | 33 |
|
|
2025
Q1 | $832K | Hold |
1,619
| – | – | 0.42% | 45 |
|
|
2024
Q4 | $872K | Buy |
1,619
+5
| +0.3% | +$2.69K | 0.46% | 45 |
|
|
2024
Q3 | $852K | Buy |
1,614
+494
| +44% | +$261K | 0.43% | 45 |
|
|
2024
Q2 | $560K | Buy |
+1,120
| New | +$560K | 0.29% | 55 |
|