United Advisor Group’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 | $5.55M | Sell |
9,751
-400
| -4% | -$228K | 0.96% | 21 |
|
|
2025
Q1 | $5.22M | Buy |
10,151
+1,139
| +13% | +$585K | 1.07% | 21 |
|
|
2024
Q4 | $4.86M | Buy |
9,012
+3,148
| +54% | +$1.7M | 0.96% | 25 |
|
|
2024
Q3 | $3.09M | Buy |
5,864
+1,610
| +38% | +$850K | 0.7% | 35 |
|
|
2024
Q2 | $2.13M | Buy |
4,254
+2,065
| +94% | +$1.03M | 0.66% | 42 |
|
|
2024
Q1 | $1.05M | Buy |
2,189
+1,064
| +95% | +$511K | 0.4% | 72 |
|
|
2023
Q4 | $492K | Buy |
+1,125
| New | +$492K | 0.59% | 36 |
|