AWAG
ARS Wealth Advisors Group’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 | $6.23M | Buy |
10,972
+784
| +8% | +$445K | 0.72% | 37 |
|
|
2025
Q1 | $5.24M | Sell |
10,188
-543
| -5% | -$279K | 0.74% | 33 |
|
|
2024
Q4 | $5.78M | Sell |
10,731
-205
| -2% | -$110K | 0.79% | 32 |
|
|
2024
Q3 | $5.77M | Sell |
10,936
-396
| -3% | -$209K | 0.71% | 36 |
|
|
2024
Q2 | $5.67M | Sell |
11,332
-50
| -0.4% | -$25K | 0.74% | 35 |
|
|
2024
Q1 | $5.47M | Buy |
11,382
+257
| +2% | +$124K | 0.74% | 36 |
|
|
2023
Q4 | $4.86M | Sell |
11,125
-263
| -2% | -$115K | 0.72% | 40 |
|
|
2023
Q3 | $4.47M | Sell |
11,388
-345
| -3% | -$135K | 0.73% | 45 |
|
|
2023
Q2 | $4.78M | Sell |
11,733
-4,450
| -27% | -$1.81M | 0.76% | 44 |
|
|
2023
Q1 | $6.09M | Sell |
16,183
-14,362
| -47% | -$5.4M | 1.12% | 37 |
|
|
2022
Q4 | $10.7M | Buy |
30,545
+24,872
| +438% | +$8.74M | 1.77% | 18 |
|
|
2022
Q3 | $1.86M | Sell |
5,673
-80
| -1% | -$26.3K | 0.28% | 59 |
|
|
2022
Q2 | $2M | Sell |
5,753
-200
| -3% | -$69.4K | 0.27% | 69 |
|
|
2022
Q1 | $2.47M | Buy |
5,953
+4,863
| +446% | +$2.02M | 0.43% | 40 |
|
|
2021
Q4 | $476K | Hold |
1,090
| – | – | 0.08% | 88 |
|
|
2021
Q3 | $430K | Buy |
+1,090
| New | +$430K | 0.08% | 86 |
|