San Luis 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 | $438K | Hold |
771
| – | – | 0.09% | 107 |
|
|
2025
Q1 | $396K | Buy |
771
+60
| +8% | +$30.8K | 0.09% | 102 |
|
|
2024
Q4 | $383K | Buy |
711
+108
| +18% | +$58.2K | 0.07% | 110 |
|
|
2024
Q3 | $318K | Buy |
+603
| New | +$318K | 0.07% | 114 |
|
|
2023
Q2 | – | Sell |
-595
| Closed | -$224K | – | 189 |
|
|
2023
Q1 | $224K | Buy |
+595
| New | +$224K | 0.09% | 149 |
|