Robinson Smith 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 | $2.72M | Sell |
4,791
-78
| -2% | -$44.3K | 2.18% | 13 |
|
|
2025
Q1 | $2.5M | Sell |
4,869
-562
| -10% | -$289K | 2.09% | 14 |
|
|
2024
Q4 | $2.93M | Sell |
5,431
-241
| -4% | -$130K | 2.48% | 11 |
|
|
2024
Q3 | $2.99M | Buy |
5,672
+8
| +0.1% | +$4.22K | 2.54% | 8 |
|
|
2024
Q2 | $2.83M | Buy |
5,664
+122
| +2% | +$61K | 2.49% | 8 |
|
|
2024
Q1 | $2.66M | Buy |
5,542
+1
| +0% | +$481 | 2.56% | 7 |
|
|
2023
Q4 | $2.42M | Buy |
+5,541
| New | +$2.42M | 2.38% | 6 |
|