Teamwork Financial 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 | $1.8M | Sell |
3,170
-106
| -3% | -$60.2K | 0.21% | 70 |
|
|
2025
Q1 | $1.68M | Sell |
3,276
-517
| -14% | -$266K | 0.22% | 67 |
|
|
2024
Q4 | $2.04M | Sell |
3,793
-138
| -4% | -$74.4K | 0.27% | 57 |
|
|
2024
Q3 | $2.07M | Sell |
3,931
-114
| -3% | -$60.2K | 0.29% | 53 |
|
|
2024
Q2 | $2.02M | Sell |
4,045
-133
| -3% | -$66.5K | 0.3% | 57 |
|
|
2024
Q1 | $2.01M | Buy |
4,178
+95
| +2% | +$45.7K | 0.31% | 55 |
|
|
2023
Q4 | $1.78M | Sell |
4,083
-703
| -15% | -$307K | 0.31% | 45 |
|
|
2023
Q3 | $1.88M | Buy |
4,786
+164
| +4% | +$64.4K | 0.31% | 53 |
|
|
2023
Q2 | $1.88M | Sell |
4,622
-2
| -0% | -$814 | 0.31% | 54 |
|
|
2023
Q1 | $1.74M | Buy |
4,624
+433
| +10% | +$163K | 0.32% | 53 |
|
|
2022
Q4 | $1.47M | Buy |
4,191
+177
| +4% | +$62.2K | 0.3% | 54 |
|
|
2022
Q3 | $1.32M | Buy |
4,014
+779
| +24% | +$256K | 0.28% | 56 |
|
|
2022
Q2 | $1.12M | Sell |
3,235
-246
| -7% | -$85.3K | 0.25% | 75 |
|
|
2022
Q1 | $1.45M | Sell |
3,481
-4,942
| -59% | -$2.05M | 0.27% | 68 |
|
|
2021
Q4 | $3.68M | Buy |
8,423
+158
| +2% | +$69K | 0.68% | 25 |
|
|
2021
Q3 | $3.26M | Sell |
8,265
-107
| -1% | -$42.2K | 0.64% | 26 |
|
|
2021
Q2 | $3.3M | Buy |
8,372
+1,116
| +15% | +$439K | 0.67% | 25 |
|
|
2021
Q1 | $2.64M | Sell |
7,256
-73
| -1% | -$26.6K | 0.62% | 29 |
|
|
2020
Q4 | $2.52M | Sell |
7,329
-73
| -1% | -$25.1K | 0.6% | 26 |
|
|
2020
Q3 | $2.28M | Sell |
7,402
-2,288
| -24% | -$704K | 0.71% | 19 |
|
|
2020
Q2 | $2.75M | Buy |
9,690
+698
| +8% | +$198K | 0.98% | 19 |
|
|
2020
Q1 | $2.13M | Buy |
8,992
+5,427
| +152% | +$1.29M | 1.32% | 15 |
|
|
2019
Q4 | $1.06M | Buy |
+3,565
| New | +$1.06M | 0.63% | 34 |
|