Pacific Capital 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 | $1.95M | Buy |
3,414
+182
| +6% | +$104K | 0.36% | 27 |
|
|
2025
Q1 | $1.66M | Hold |
3,232
| – | – | 0.29% | 32 |
|
|
2024
Q4 | $1.74M | Buy |
3,232
+2,852
| +751% | +$1.54M | 0.29% | 31 |
|
|
2024
Q3 | $201K | Buy |
380
+39
| +11% | +$20.6K | 0.03% | 80 |
|
|
2024
Q2 | $171K | Hold |
341
| – | – | 0.03% | 81 |
|
|
2024
Q1 | $164K | Hold |
341
| – | – | 0.04% | 73 |
|
|
2023
Q4 | $149K | Buy |
+341
| New | +$149K | 0.04% | 75 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$8K | – | 192 |
|
|
2020
Q3 | $8K | Buy |
+25
| New | +$8K | ﹤0.01% | 179 |
|