OWA
Outlook 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 | $256K | Buy |
+451
| New | +$256K | 0.07% | 244 |
|
|
2020
Q2 | – | Sell |
-12,086
| Closed | -$2.86M | – | 180 |
|
|
2020
Q1 | $2.86M | Sell |
12,086
-390
| -3% | -$92.4K | 1.62% | 17 |
|
|
2019
Q4 | $3.69M | Buy |
12,476
+669
| +6% | +$198K | 2.08% | 11 |
|
|
2019
Q3 | $3.22M | Buy |
11,807
+3,920
| +50% | +$1.07M | 1.92% | 9 |
|
|
2019
Q2 | $2.12M | Buy |
7,887
+2,069
| +36% | +$557K | 1.4% | 15 |
|
|
2019
Q1 | $1.51M | Buy |
5,818
+5,050
| +658% | +$1.31M | 1.24% | 16 |
|
|
2018
Q4 | $1.76M | Buy |
+768
| New | +$1.76M | 0.8% | 27 |
|