William Howard & Co 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 | $613K | Hold |
1,080
| – | – | 0.54% | 30 |
|
|
2025
Q1 | $555K | Buy |
1,080
+2
| +0.2% | +$1.03K | 0.52% | 31 |
|
|
2024
Q4 | $581K | Buy |
1,078
+67
| +7% | +$36.1K | 0.53% | 29 |
|
|
2024
Q3 | $533K | Buy |
1,011
+114
| +13% | +$60.1K | 0.45% | 31 |
|
|
2024
Q2 | $450K | Buy |
897
+15
| +2% | +$7.53K | 0.42% | 31 |
|
|
2024
Q1 | $424K | Buy |
+882
| New | +$424K | 0.4% | 29 |
|