GA
Geller Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.56M | Buy |
8,445
+94
| +1% | +$17.3K | 0.1% | 49 |
|
|
2024
Q3 | $1.6M | Buy |
8,351
+513
| +7% | +$98.4K | 0.11% | 47 |
|
|
2024
Q2 | $1.39M | Buy |
7,838
+286
| +4% | +$50.6K | 0.1% | 55 |
|
|
2024
Q1 | $1.36M | Sell |
7,552
-1,756
| -19% | -$317K | 0.11% | 51 |
|
|
2023
Q4 | $1.56M | Buy |
9,308
+93
| +1% | +$15.6K | 0.15% | 41 |
|
|
2023
Q3 | $1.38M | Buy |
9,215
+41
| +0.4% | +$6.13K | 0.16% | 32 |
|
|
2023
Q2 | $1.43M | Hold |
9,174
| – | – | 0.18% | 34 |
|
|
2023
Q1 | $1.35M | Buy |
9,174
+36
| +0.4% | +$5.28K | 0.2% | 24 |
|
|
2022
Q4 | $1.28M | Buy |
9,138
+3,540
| +63% | +$496K | 0.22% | 22 |
|
|
2022
Q3 | $700K | Hold |
5,598
| – | – | 0.15% | 33 |
|
|
2022
Q2 | $744K | Sell |
5,598
-1,170
| -17% | -$155K | 0.16% | 36 |
|
|
2022
Q1 | $1.02M | Buy |
+6,768
| New | +$1.02M | 0.19% | 30 |
|