GWM
GDS Wealth Management’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 | $616K | Buy |
1,085
+12
| +1% | +$6.82K | 0.05% | 106 |
|
|
2025
Q1 | $551K | Buy |
1,073
+6
| +0.6% | +$3.08K | 0.05% | 109 |
|
|
2024
Q4 | $575K | Buy |
1,067
+147
| +16% | +$79.2K | 0.05% | 106 |
|
|
2024
Q3 | $485K | Buy |
920
+53
| +6% | +$28K | 0.05% | 101 |
|
|
2024
Q2 | $434K | Buy |
867
+50
| +6% | +$25K | 0.05% | 91 |
|
|
2024
Q1 | $393K | Hold |
817
| – | – | 0.05% | 100 |
|
|
2023
Q4 | $357K | Buy |
817
+13
| +2% | +$5.68K | 0.05% | 101 |
|
|
2023
Q3 | $316K | Buy |
804
+210
| +35% | +$82.5K | 0.05% | 97 |
|
|
2023
Q2 | $242K | Buy |
+594
| New | +$242K | 0.04% | 110 |
|
|
2023
Q1 | – | Sell |
-876
| Closed | -$308K | – | 122 |
|
|
2022
Q4 | $308K | Buy |
+876
| New | +$308K | 0.06% | 97 |
|
|
2022
Q2 | – | Sell |
-501
| Closed | -$202K | – | 107 |
|
|
2022
Q1 | $202K | Sell |
501
-28
| -5% | -$11.3K | 0.04% | 102 |
|
|
2021
Q4 | $231K | Buy |
+529
| New | +$231K | 0.05% | 100 |
|