AWMS
Advocacy Wealth Management Services’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 | $2.08M | Sell |
3,661
-8,237
| -69% | -$4.68M | 0.13% | 47 |
|
|
2025
Q1 | $6.11M | Sell |
11,898
-51
| -0.4% | -$26.2K | 0.42% | 32 |
|
|
2024
Q4 | $6.44M | Buy |
11,949
+48
| +0.4% | +$25.9K | 0.49% | 26 |
|
|
2024
Q3 | $6.28M | Buy |
11,901
+413
| +4% | +$218K | 0.49% | 22 |
|
|
2024
Q2 | $5.75M | Sell |
11,488
-8
| -0.1% | -$4K | 0.47% | 28 |
|
|
2024
Q1 | $5.53M | Sell |
11,496
-219,930
| -95% | -$106M | 0.48% | 30 |
|
|
2023
Q4 | $101M | Buy |
231,426
+192,332
| +492% | +$84M | 9.6% | 2 |
|
|
2023
Q3 | $15.4M | Sell |
39,094
-1,482
| -4% | -$582K | 1.71% | 15 |
|
|
2023
Q2 | $16.5M | Sell |
40,576
-291
| -0.7% | -$119K | 1.89% | 14 |
|
|
2023
Q1 | $15.4M | Sell |
40,867
-168,148
| -80% | -$63.2M | 1.87% | 14 |
|
|
2022
Q4 | $73.4M | Sell |
209,015
-39,835
| -16% | -$14M | 9.7% | 4 |
|
|
2022
Q3 | $86.3M | Buy |
248,850
+13,564
| +6% | +$4.7M | 12.59% | 2 |
|
|
2022
Q2 | $81.6M | Buy |
235,286
+53,457
| +29% | +$18.5M | 13.13% | 2 |
|
|
2022
Q1 | $75.7M | Sell |
181,829
-7,335
| -4% | -$3.05M | 13.17% | 3 |
|
|
2021
Q4 | $82.6M | Buy |
189,164
+13,146
| +7% | +$5.74M | 13.81% | 4 |
|
|
2021
Q3 | $69.4M | Buy |
176,018
+14,582
| +9% | +$5.75M | 12.52% | 4 |
|
|
2021
Q2 | $63.5M | Buy |
161,436
+10,295
| +7% | +$4.05M | 11.76% | 4 |
|
|
2021
Q1 | $55.6M | Buy |
151,141
+95,869
| +173% | +$35.3M | 11.11% | 4 |
|
|
2020
Q4 | $19M | Sell |
55,272
-150
| -0.3% | -$51.6K | 2.84% | 7 |
|
|
2020
Q3 | $17.2M | Buy |
55,422
+8,188
| +17% | +$2.54M | 2.76% | 7 |
|
|
2020
Q2 | $13.4M | Buy |
47,234
+38,099
| +417% | +$10.8M | 2.71% | 9 |
|
|
2020
Q1 | $2.07M | Buy |
9,135
+8,881
| +3,496% | +$2.01M | 0.46% | 18 |
|
|
2019
Q4 | $75K | Buy |
+254
| New | +$75K | 0.02% | 46 |
|
|
2017
Q1 | – | Sell |
-1
| Closed | – | – | 350 |
|
|
2016
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 383 |
|