Powell Investment 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 | $233K | Hold |
410
| – | – | 0.09% | 118 |
|
|
2025
Q1 | $211K | Buy |
410
+20
| +5% | +$10.3K | 0.1% | 109 |
|
|
2024
Q4 | $210K | Buy |
390
+2
| +0.5% | +$1.08K | 0.1% | 121 |
|
|
2024
Q3 | $206K | Buy |
388
+1
| +0.3% | +$530 | 0.1% | 119 |
|
|
2024
Q2 | $194K | Hold |
387
| – | – | 0.1% | 117 |
|
|
2024
Q1 | $186K | Buy |
387
+141
| +57% | +$67.8K | 0.1% | 118 |
|
|
2023
Q4 | $108K | Buy |
246
+2
| +0.8% | +$874 | 0.06% | 127 |
|
|
2023
Q3 | $96.3K | Buy |
244
+1
| +0.4% | +$395 | 0.06% | 119 |
|
|
2023
Q2 | $99.5K | Buy |
243
+13
| +6% | +$5.33K | 0.06% | 114 |
|
|
2023
Q1 | $86.7K | Buy |
+230
| New | +$86.7K | 0.05% | 115 |
|
|
2022
Q4 | – | Sell |
-210
| Closed | -$69K | – | 143 |
|
|
2022
Q3 | $69K | Buy |
210
+1
| +0.5% | +$329 | 0.05% | 114 |
|
|
2022
Q2 | $73K | Buy |
209
+129
| +161% | +$45.1K | 0.04% | 122 |
|
|
2022
Q1 | $33K | Hold |
80
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $35K | Buy |
+80
| New | +$35K | 0.02% | 125 |
|
|
2021
Q3 | – | Sell |
-79
| Closed | -$31K | – | 129 |
|
|
2021
Q2 | $31K | Hold |
79
| – | – | 0.02% | 117 |
|
|
2021
Q1 | $29K | Buy |
+79
| New | +$29K | 0.02% | 119 |
|