Powell Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Buy |
|
|||||
|
2025
Q2 | $233K | Hold |
|
|||||
|
2025
Q1 | $211K | Buy |
|
|||||
|
2024
Q4 | $210K | Buy |
|
|||||
|
2024
Q3 | $206K | Buy |
|
|||||
|
2024
Q2 | $194K | Hold |
|
|||||
|
2024
Q1 | $186K | Buy |
|
|||||
|
2023
Q4 | $108K | Buy |
|
|||||
|
2023
Q3 | $96.3K | Buy |
|
|||||
|
2023
Q2 | $99.5K | Buy |
|
|||||
|
2023
Q1 | $86.7K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $69K | Buy |
|
|||||
|
2022
Q2 | $73K | Buy |
|
|||||
|
2022
Q1 | $33K | Hold |
|
|||||
|
2021
Q4 | $35K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $31K | Hold |
|
|||||
|
2021
Q1 | $29K | Buy |
|