Peterson 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 | $1.61M | Buy |
2,828
+83
| +3% | +$47.2K | 0.27% | 32 |
|
|
2025
Q1 | $1.27M | Buy |
2,745
+1,556
| +131% | +$721K | 0.25% | 34 |
|
|
2024
Q4 | $647K | Buy |
1,189
+106
| +10% | +$57.7K | 0.12% | 47 |
|
|
2024
Q3 | $571K | Buy |
1,083
+415
| +62% | +$219K | 0.11% | 49 |
|
|
2024
Q2 | $334K | Buy |
668
+50
| +8% | +$25K | 0.07% | 61 |
|
|
2024
Q1 | $297K | Buy |
+618
| New | +$297K | 0.06% | 59 |
|
|
2023
Q4 | – | Sell |
-1,697
| Closed | -$666K | – | 67 |
|
|
2023
Q3 | $666K | Buy |
1,697
+7
| +0.4% | +$2.75K | 0.18% | 32 |
|
|
2023
Q2 | $690K | Sell |
1,690
-20
| -1% | -$8.16K | 0.18% | 32 |
|
|
2023
Q1 | $643K | Hold |
1,710
| – | – | 0.18% | 36 |
|
|
2022
Q4 | $601K | Sell |
1,710
-534
| -24% | -$188K | 0.18% | 37 |
|
|
2022
Q3 | $737K | Sell |
2,244
-180
| -7% | -$59.1K | 0.25% | 29 |
|
|
2022
Q2 | $841K | Buy |
2,424
+715
| +42% | +$248K | 0.28% | 26 |
|
|
2022
Q1 | $710K | Sell |
1,709
-6
| -0.3% | -$2.49K | 0.21% | 32 |
|
|
2021
Q4 | $749K | Buy |
1,715
+9
| +0.5% | +$3.93K | 0.22% | 31 |
|
|
2021
Q3 | $673K | Buy |
1,706
+2
| +0.1% | +$789 | 0.22% | 29 |
|
|
2021
Q2 | $671K | Buy |
+1,704
| New | +$671K | 0.24% | 28 |
|
|
2020
Q4 | – | Sell |
-968
| Closed | -$298K | – | 50 |
|
|
2020
Q3 | $298K | Buy |
+968
| New | +$298K | 0.15% | 40 |
|