GWMR
GC Wealth Management RIA’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 | $9.67M | Buy |
17,032
+1,492
| +10% | +$847K | 0.79% | 15 |
|
|
2025
Q1 | $7.99M | Sell |
15,540
-239
| -2% | -$123K | 1.47% | 11 |
|
|
2024
Q4 | $8.5M | Buy |
15,779
+1,414
| +10% | +$762K | 1.49% | 11 |
|
|
2024
Q3 | $7.58M | Sell |
14,365
-1,938
| -12% | -$1.02M | 1.32% | 15 |
|
|
2024
Q2 | $8.15M | Buy |
16,303
+2,920
| +22% | +$1.46M | 1.61% | 10 |
|
|
2024
Q1 | $6.43M | Buy |
13,383
+7,169
| +115% | +$3.45M | 1.29% | 15 |
|
|
2023
Q4 | $2.71M | Buy |
+6,214
| New | +$2.71M | 1.22% | 18 |
|