Oxinas Partners Wealth Management’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 | $287K | Buy |
505
+37
| +8% | +$21K | 0.15% | 105 |
|
|
2025
Q1 | $240K | Buy |
+468
| New | +$240K | 0.14% | 108 |
|
|
2024
Q4 | – | Sell |
-902
| Closed | -$476K | – | 127 |
|
|
2024
Q3 | $476K | Buy |
902
+311
| +53% | +$164K | 0.29% | 72 |
|
|
2024
Q2 | $296K | Buy |
591
+8
| +1% | +$4K | 0.2% | 97 |
|
|
2024
Q1 | $280K | Buy |
583
+10
| +2% | +$4.81K | 0.18% | 99 |
|
|
2023
Q4 | $250K | Sell |
573
-3
| -0.5% | -$1.31K | 0.18% | 94 |
|
|
2023
Q3 | $226K | Hold |
576
| – | – | 0.17% | 103 |
|
|
2023
Q2 | $235K | Buy |
576
+26
| +5% | +$10.6K | 0.15% | 106 |
|
|
2023
Q1 | $207K | Buy |
+550
| New | +$207K | 0.15% | 102 |
|
|
2022
Q4 | – | Sell |
-626
| Closed | -$206K | – | 102 |
|
|
2022
Q3 | $206K | Buy |
626
+1
| +0.2% | +$329 | 0.17% | 84 |
|
|
2022
Q2 | $217K | Buy |
625
+53
| +9% | +$18.4K | 0.16% | 94 |
|
|
2022
Q1 | $237K | Buy |
572
+84
| +17% | +$34.8K | 0.15% | 102 |
|
|
2021
Q4 | $213K | Buy |
+488
| New | +$213K | 0.12% | 135 |
|