1WA
180 Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Hold |
4,580
| – | – | 0.36% | 70 |
|
|
2025
Q1 | $2.36M | Sell |
4,580
-17
| -0.4% | -$8.77K | 0.38% | 73 |
|
|
2024
Q4 | $2.48M | Sell |
4,597
-231
| -5% | -$124K | 0.39% | 60 |
|
|
2024
Q3 | $2.55M | Sell |
4,828
-148
| -3% | -$78.1K | 0.4% | 69 |
|
|
2024
Q2 | $2.54M | Buy |
4,976
+1,239
| +33% | +$634K | 0.42% | 62 |
|
|
2024
Q1 | $1.8M | Buy |
3,737
+189
| +5% | +$90.9K | 0.32% | 83 |
|
|
2023
Q4 | $1.54M | Buy |
3,548
+170
| +5% | +$73.8K | 0.31% | 92 |
|
|
2023
Q3 | $1.33M | Sell |
3,378
-23
| -0.7% | -$9.03K | 0.3% | 88 |
|
|
2023
Q2 | $1.39M | Sell |
3,401
-24
| -0.7% | -$9.79K | 0.3% | 86 |
|
|
2023
Q1 | $1.29M | Buy |
3,425
+115
| +3% | +$43.2K | 0.3% | 92 |
|
|
2022
Q4 | $1.23M | Buy |
3,310
+8
| +0.2% | +$2.97K | 0.29% | 94 |
|
|
2022
Q3 | $1.08M | Buy |
3,302
+121
| +4% | +$39.7K | 0.3% | 90 |
|
|
2022
Q2 | $1.12M | Sell |
3,181
-27
| -0.8% | -$9.46K | 0.28% | 92 |
|
|
2022
Q1 | $1.31M | Sell |
3,208
-28
| -0.9% | -$11.5K | 0.29% | 91 |
|
|
2021
Q4 | $1.3M | Sell |
3,236
-569
| -15% | -$229K | 0.29% | 92 |
|
|
2021
Q3 | $1.56M | Sell |
3,805
-135
| -3% | -$55.3K | 0.34% | 80 |
|
|
2021
Q2 | $1.6M | Buy |
3,940
+314
| +9% | +$128K | 0.37% | 75 |
|
|
2021
Q1 | $1.38M | Buy |
3,626
+474
| +15% | +$181K | 0.34% | 86 |
|
|
2020
Q4 | $1.1M | Sell |
3,152
-18
| -0.6% | -$6.27K | 0.32% | 90 |
|
|
2020
Q3 | $1M | Sell |
3,170
-63
| -2% | -$19.9K | 0.37% | 78 |
|
|
2020
Q2 | $955K | Sell |
3,233
-35
| -1% | -$10.3K | 0.38% | 72 |
|
|
2020
Q1 | $756K | Buy |
3,268
+1,249
| +62% | +$289K | 0.39% | 72 |
|
|
2019
Q4 | $609K | Sell |
2,019
-3
| -0.1% | -$905 | 0.24% | 110 |
|
|
2019
Q3 | $550K | Buy |
2,022
+144
| +8% | +$39.2K | 0.24% | 116 |
|
|
2019
Q2 | $509K | Buy |
1,878
+243
| +15% | +$65.9K | 0.23% | 124 |
|
|
2019
Q1 | $433K | Sell |
1,635
-1
| -0.1% | -$265 | 0.2% | 138 |
|
|
2018
Q4 | $437K | Hold |
1,636
| – | – | 0.2% | 147 |
|
|
2018
Q3 | $437K | Sell |
1,636
-29
| -2% | -$7.75K | 0.2% | 147 |
|
|
2018
Q2 | $415K | Buy |
1,665
+196
| +13% | +$48.9K | 0.21% | 143 |
|
|
2018
Q1 | $354K | Buy |
1,469
+208
| +16% | +$50.1K | 0.18% | 145 |
|
|
2017
Q4 | $309K | Buy |
+1,261
| New | +$309K | 0.16% | 163 |
|