White Knight Strategic 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 | $289K | Sell |
509
-1
| -0.2% | -$568 | 0.25% | 66 |
|
|
2025
Q1 | $262K | Sell |
510
-1,088
| -68% | -$559K | 0.24% | 67 |
|
|
2024
Q4 | $861K | Buy |
1,598
+800
| +100% | +$431K | 0.36% | 54 |
|
|
2024
Q3 | $421K | Sell |
798
-1
| -0.1% | -$528 | 0.38% | 52 |
|
|
2024
Q2 | $400K | Hold |
799
| – | – | 0.4% | 47 |
|
|
2024
Q1 | $384K | Sell |
799
-1
| -0.1% | -$481 | 0.4% | 47 |
|
|
2023
Q4 | $349K | Hold |
800
| – | – | 0.4% | 48 |
|
|
2023
Q3 | $314K | Sell |
800
-1
| -0.1% | -$393 | 0.41% | 45 |
|
|
2023
Q2 | $326K | Buy |
801
+31
| +4% | +$12.6K | 0.38% | 51 |
|
|
2023
Q1 | $290K | Hold |
770
| – | – | 0.36% | 53 |
|
|
2022
Q4 | $271K | Buy |
770
+22
| +3% | +$7.74K | 0.37% | 55 |
|
|
2022
Q3 | $246K | Hold |
748
| – | – | 0.35% | 55 |
|
|
2022
Q2 | $259K | Hold |
748
| – | – | 0.36% | 54 |
|
|
2022
Q1 | $311K | Hold |
748
| – | – | 0.34% | 57 |
|
|
2021
Q4 | $327K | Buy |
+748
| New | +$327K | 0.34% | 59 |
|