GWP
Gateway Wealth Partners’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 | $741K | Sell |
1,305
-115
| -8% | -$65.3K | 0.14% | 160 |
|
|
2025
Q1 | $730K | Sell |
1,420
-678
| -32% | -$349K | 0.16% | 136 |
|
|
2024
Q4 | $1.13M | Buy |
2,098
+180
| +9% | +$97K | 0.29% | 86 |
|
|
2024
Q3 | $1.01M | Buy |
1,918
+137
| +8% | +$72.3K | 0.28% | 88 |
|
|
2024
Q2 | $891K | Sell |
1,781
-184
| -9% | -$92K | 0.27% | 92 |
|
|
2024
Q1 | $944K | Buy |
1,965
+1,069
| +119% | +$514K | 0.34% | 73 |
|
|
2023
Q4 | $391K | Sell |
896
-84,174
| -99% | -$36.8M | 0.16% | 126 |
|
|
2023
Q3 | $33.4M | Buy |
85,070
+5,547
| +7% | +$2.18M | 6.02% | 2 |
|
|
2023
Q2 | $32.4M | Sell |
79,523
-1,234
| -2% | -$503K | 5.79% | 3 |
|
|
2023
Q1 | $30.4M | Sell |
80,757
-869
| -1% | -$327K | 4.67% | 4 |
|
|
2022
Q4 | $28.7M | Buy |
+81,626
| New | +$28.7M | 4.93% | 4 |
|