Tobias 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 | $309K | Buy |
543
+82
| +18% | +$46.6K | 0.05% | 97 |
|
|
2025
Q1 | $237K | Buy |
+461
| New | +$237K | 0.05% | 102 |
|
|
2024
Q4 | – | Sell |
-428
| Closed | -$226K | – | 115 |
|
|
2024
Q3 | $226K | Sell |
428
-3
| -0.7% | -$1.58K | 0.05% | 100 |
|
|
2024
Q2 | $215K | Buy |
431
+5
| +1% | +$2.5K | 0.05% | 95 |
|
|
2024
Q1 | $205K | Buy |
+426
| New | +$205K | 0.05% | 96 |
|
|
2022
Q1 | – | Sell |
-15,021
| Closed | -$6.56M | – | 126 |
|
|
2021
Q4 | $6.56M | Buy |
+15,021
| New | +$6.56M | 0.52% | 49 |
|