EWA
Evolution 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 | $15.9M | Buy |
27,975
+8,625
| +45% | +$4.9M | 2.33% | 10 |
|
|
2025
Q1 | $9.94M | Sell |
19,350
-242
| -1% | -$124K | 1.66% | 13 |
|
|
2024
Q4 | $10.6M | Buy |
19,592
+619
| +3% | +$334K | 1.77% | 12 |
|
|
2024
Q3 | $10M | Sell |
18,973
-11
| -0.1% | -$5.8K | 1.8% | 12 |
|
|
2024
Q2 | $9.49M | Sell |
18,984
-8,204
| -30% | -$4.1M | 1.85% | 12 |
|
|
2024
Q1 | $13.1M | Sell |
27,188
-830
| -3% | -$399K | 2.5% | 8 |
|
|
2023
Q4 | $12.2M | Sell |
28,018
-330
| -1% | -$144K | 2.46% | 9 |
|
|
2023
Q3 | $11.1M | Buy |
28,348
+410
| +1% | +$161K | 2.49% | 9 |
|
|
2023
Q2 | $11.4M | Buy |
27,938
+1,763
| +7% | +$718K | 2.51% | 10 |
|
|
2023
Q1 | $9.84M | Buy |
26,175
+193
| +0.7% | +$72.6K | 2.36% | 11 |
|
|
2022
Q4 | $9.13M | Buy |
25,982
+20,449
| +370% | +$7.18M | 2.3% | 13 |
|
|
2022
Q3 | $1.82M | Buy |
5,533
+2,096
| +61% | +$688K | 0.5% | 35 |
|
|
2022
Q2 | $1.19M | Buy |
3,437
+396
| +13% | +$137K | 0.3% | 46 |
|
|
2022
Q1 | $1.26M | Buy |
3,041
+26
| +0.9% | +$10.8K | 0.26% | 47 |
|
|
2021
Q4 | $1.32K | Hold |
3,015
| – | – | 0.2% | 43 |
|
|
2021
Q3 | $1.19M | Hold |
3,015
| – | – | 0.25% | 41 |
|
|
2021
Q2 | $1.19M | Hold |
3,015
| – | – | 0.24% | 53 |
|
|
2021
Q1 | $1.1M | Sell |
3,015
-395
| -12% | -$144K | 0.25% | 59 |
|
|
2020
Q4 | $1.17M | Sell |
3,410
-1,600
| -32% | -$550K | 0.26% | 53 |
|
|
2020
Q3 | $1.54M | Sell |
5,010
-42
| -0.8% | -$12.9K | 0.42% | 43 |
|
|
2020
Q2 | $1.43M | Sell |
5,052
-5,398
| -52% | -$1.53M | 0.47% | 37 |
|
|
2020
Q1 | $2.48M | Buy |
10,450
+6,282
| +151% | +$1.49M | 1% | 23 |
|
|
2019
Q4 | $1.23M | Buy |
+4,168
| New | +$1.23M | 0.31% | 36 |
|
|
2019
Q3 | – | Sell |
-4,358
| Closed | -$1.18M | – | 591 |
|
|
2019
Q2 | $1.18M | Buy |
4,358
+53
| +1% | +$14.3K | 0.51% | 23 |
|
|
2019
Q1 | $1.12M | Sell |
4,305
-14,735
| -77% | -$3.82M | 0.51% | 30 |
|
|
2018
Q4 | $4.38M | Buy |
+19,040
| New | +$4.38M | 2% | 18 |
|