Palo Alto 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 | $271K | Hold |
476
| – | – | 0.1% | 45 |
|
|
2025
Q1 | $257K | Sell |
476
-52
| -10% | -$28K | 0.1% | 47 |
|
|
2024
Q4 | $285K | Sell |
528
-66
| -11% | -$35.6K | 0.1% | 45 |
|
|
2024
Q3 | $319K | Buy |
594
+1
| +0.2% | +$536 | 0.13% | 40 |
|
|
2024
Q2 | $297K | Sell |
593
-111
| -16% | -$55.7K | 0.21% | 34 |
|
|
2024
Q1 | $338K | Buy |
704
+123
| +21% | +$59.1K | 0.24% | 34 |
|
|
2023
Q4 | $254K | Sell |
581
-46
| -7% | -$20.1K | 0.19% | 38 |
|
|
2023
Q3 | $247K | Hold |
627
| – | – | 0.21% | 37 |
|
|
2023
Q2 | $256K | Hold |
627
| – | – | 0.2% | 36 |
|
|
2023
Q1 | $236K | Hold |
627
| – | – | 0.19% | 39 |
|
|
2022
Q4 | $220K | Buy |
+627
| New | +$220K | 0.19% | 40 |
|