GG
GenWealth Group’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 | $32.6M | Buy |
57,472
+5,663
| +11% | +$3.22M | 6.58% | 5 |
|
|
2025
Q1 | $26.6M | Buy |
51,809
+1,193
| +2% | +$613K | 5.87% | 7 |
|
|
2024
Q4 | $27.3M | Sell |
50,616
-1,352
| -3% | -$728K | 6.21% | 4 |
|
|
2024
Q3 | $27.4M | Sell |
51,968
-606
| -1% | -$320K | 6.3% | 5 |
|
|
2024
Q2 | $26.3M | Buy |
52,574
+539
| +1% | +$270K | 6.47% | 5 |
|
|
2024
Q1 | $25M | Sell |
52,035
-2,518
| -5% | -$1.21M | 6.3% | 5 |
|
|
2023
Q4 | $23.8M | Buy |
54,553
+2,299
| +4% | +$1M | 6.58% | 5 |
|
|
2023
Q3 | $20.5M | Sell |
52,254
-1,343
| -3% | -$527K | 6.23% | 5 |
|
|
2023
Q2 | $21.8M | Buy |
53,597
+1,543
| +3% | +$628K | 6.28% | 5 |
|
|
2023
Q1 | $19.6M | Sell |
52,054
-671
| -1% | -$252K | 6% | 5 |
|
|
2022
Q4 | $18.5M | Sell |
52,725
-968
| -2% | -$340K | 6.06% | 5 |
|
|
2022
Q3 | $17.6M | Sell |
53,693
-1,834
| -3% | -$602K | 5.97% | 6 |
|
|
2022
Q2 | $19.3M | Sell |
55,527
-823
| -1% | -$285K | 6.16% | 6 |
|
|
2022
Q1 | $23.4M | Buy |
56,350
+837
| +2% | +$348K | 6.49% | 4 |
|
|
2021
Q4 | $24.2M | Buy |
55,513
+653
| +1% | +$285K | 6.56% | 4 |
|
|
2021
Q3 | $21.6M | Buy |
54,860
+193
| +0.4% | +$76.1K | 6.35% | 4 |
|
|
2021
Q2 | $21.5M | Buy |
54,667
+2
| +0% | +$787 | 6.34% | 4 |
|
|
2021
Q1 | $19.9M | Buy |
54,665
+17,083
| +45% | +$6.22M | 6.32% | 5 |
|
|
2020
Q4 | $12.9M | Buy |
37,582
+2,138
| +6% | +$735K | 4.28% | 11 |
|
|
2020
Q3 | $11.1M | Buy |
35,444
+4,645
| +15% | +$1.45M | 4.01% | 13 |
|
|
2020
Q2 | $8.79M | Buy |
30,799
+5,151
| +20% | +$1.47M | 3.41% | 13 |
|
|
2020
Q1 | $6.07M | Buy |
25,648
+22,569
| +733% | +$5.34M | 2.65% | 10 |
|
|
2019
Q4 | $910K | Hold |
3,079
| – | – | 0.35% | 33 |
|
|
2019
Q3 | $839K | Hold |
3,079
| – | – | 0.35% | 33 |
|
|
2019
Q2 | $838K | Hold |
3,079
| – | – | 0.36% | 32 |
|
|
2019
Q1 | $808K | Buy |
3,079
+580
| +23% | +$152K | 0.37% | 31 |
|
|
2018
Q4 | $574K | Buy |
2,499
+703
| +39% | +$161K | 0.29% | 29 |
|
|
2018
Q3 | $481K | Hold |
1,796
| – | – | 0.22% | 38 |
|
|
2018
Q2 | $446K | Hold |
1,796
| – | – | 0.22% | 38 |
|
|
2018
Q1 | $434K | Hold |
1,796
| – | – | 0.22% | 39 |
|
|
2017
Q4 | $466K | Hold |
1,796
| – | – | 0.23% | 41 |
|
|
2017
Q3 | $414K | Hold |
1,796
| – | – | 0.25% | 37 |
|
|
2017
Q2 | $398K | Buy |
+1,796
| New | +$398K | 0.27% | 35 |
|