EWA
Etesian 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 | $4.46M | Buy |
7,850
+323
| +4% | +$183K | 1.66% | 17 |
|
|
2025
Q1 | $3.87M | Buy |
7,527
+254
| +3% | +$131K | 1.67% | 16 |
|
|
2024
Q4 | $3.92M | Sell |
7,273
-36
| -0.5% | -$19.4K | 1.73% | 15 |
|
|
2024
Q3 | $3.86M | Buy |
7,309
+5,673
| +347% | +$2.99M | 1.75% | 13 |
|
|
2024
Q2 | $818K | Buy |
1,636
+54
| +3% | +$27K | 0.46% | 64 |
|
|
2024
Q1 | $760K | Buy |
1,582
+76
| +5% | +$36.5K | 0.44% | 71 |
|
|
2023
Q4 | $659K | Sell |
1,506
-166
| -10% | -$72.7K | 0.4% | 73 |
|
|
2023
Q3 | $657K | Buy |
1,672
+2
| +0.1% | +$786 | 0.44% | 72 |
|
|
2023
Q2 | $680K | Buy |
1,670
+89
| +6% | +$36.2K | 0.44% | 73 |
|
|
2023
Q1 | $595K | Buy |
1,581
+77
| +5% | +$29K | 0.4% | 77 |
|
|
2022
Q4 | $528K | Buy |
+1,504
| New | +$528K | 0.38% | 81 |
|