Your Advocates Ltd’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 | $78.6K | Hold |
138
| – | – | 0.03% | 45 |
|
|
2025
Q1 | $71.1K | Buy |
138
+85
| +160% | +$43.8K | 0.03% | 47 |
|
|
2024
Q4 | $28.6K | Buy |
+53
| New | +$28.6K | 0.01% | 72 |
|
|
2023
Q4 | – | Sell |
-48
| Closed | -$18.9K | – | 290 |
|
|
2023
Q3 | $18.9K | Buy |
+48
| New | +$18.9K | 0.01% | 80 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$8K | – | 168 |
|
|
2020
Q3 | $8K | Buy |
+25
| New | +$8K | 0.01% | 90 |
|