AWA
Alta 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 | $443K | Sell |
781
-13
| -2% | -$7.38K | 0.21% | 74 |
|
|
2025
Q1 | $408K | Sell |
794
-103
| -11% | -$52.9K | 0.19% | 92 |
|
|
2024
Q4 | $483K | Buy |
897
+6
| +0.7% | +$3.23K | 0.21% | 90 |
|
|
2024
Q3 | $470K | Hold |
891
| – | – | 0.21% | 88 |
|
|
2024
Q2 | $446K | Hold |
891
| – | – | 0.22% | 84 |
|
|
2024
Q1 | $428K | Hold |
891
| – | – | 0.22% | 90 |
|
|
2023
Q4 | $389K | Sell |
891
-331
| -27% | -$145K | 0.22% | 90 |
|
|
2023
Q3 | $480K | Hold |
1,222
| – | – | 0.29% | 88 |
|
|
2023
Q2 | $498K | Sell |
1,222
-27
| -2% | -$11K | 0.29% | 90 |
|
|
2023
Q1 | $470K | Sell |
1,249
-35
| -3% | -$13.2K | 0.3% | 94 |
|
|
2022
Q4 | $451K | Sell |
1,284
-78
| -6% | -$27.4K | 0.3% | 100 |
|
|
2022
Q3 | $447K | Hold |
1,362
| – | – | 0.32% | 98 |
|
|
2022
Q2 | $471K | Sell |
1,362
-28
| -2% | -$9.68K | 0.33% | 93 |
|
|
2022
Q1 | $577K | Sell |
1,390
-55
| -4% | -$22.8K | 0.34% | 92 |
|
|
2021
Q4 | $631K | Sell |
1,445
-38
| -3% | -$16.6K | 0.39% | 83 |
|
|
2021
Q3 | $585K | Sell |
1,483
-75
| -5% | -$29.6K | 0.42% | 81 |
|
|
2021
Q2 | $613K | Sell |
1,558
-170
| -10% | -$66.9K | 0.45% | 87 |
|
|
2021
Q1 | $630K | Sell |
1,728
-5
| -0.3% | -$1.82K | 0.53% | 73 |
|
|
2020
Q4 | $596K | Buy |
+1,733
| New | +$596K | 0.5% | 70 |
|