United Asset Strategies’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 | $355K | Buy |
626
+63
| +11% | +$35.8K | 0.03% | 208 |
|
|
2025
Q1 | $289K | Sell |
563
-21
| -4% | -$10.8K | 0.03% | 213 |
|
|
2024
Q4 | $315K | Buy |
584
+88
| +18% | +$47.4K | 0.03% | 202 |
|
|
2024
Q3 | $262K | Buy |
496
+5
| +1% | +$2.64K | 0.02% | 212 |
|
|
2024
Q2 | $245K | Sell |
491
-20
| -4% | -$10K | 0.02% | 208 |
|
|
2024
Q1 | $246K | Buy |
+511
| New | +$246K | 0.02% | 214 |
|