GWA
Geometric Wealth Advisors’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 | $1.42M | Buy |
2,497
+19
| +0.8% | +$10.8K | 0.21% | 16 |
|
|
2025
Q1 | $1.27M | Buy |
2,478
+77
| +3% | +$39.6K | 0.22% | 16 |
|
|
2024
Q4 | $1.29M | Buy |
2,401
+2
| +0.1% | +$1.08K | 0.24% | 17 |
|
|
2024
Q3 | $1.27M | Buy |
2,399
+95
| +4% | +$50.1K | 0.23% | 16 |
|
|
2024
Q2 | $1.15M | Hold |
2,304
| – | – | 0.24% | 14 |
|
|
2024
Q1 | $1.11M | Sell |
2,304
-6
| -0.3% | -$2.88K | 0.26% | 11 |
|
|
2023
Q4 | $1.01M | Sell |
2,310
-1
| -0% | -$437 | 0.27% | 11 |
|
|
2023
Q3 | $908K | Sell |
2,311
-192
| -8% | -$75.4K | 0.28% | 10 |
|
|
2023
Q2 | $1.03M | Buy |
2,503
+441
| +21% | +$182K | 0.32% | 8 |
|
|
2023
Q1 | $781K | Buy |
2,062
+440
| +27% | +$167K | 0.27% | 10 |
|
|
2022
Q4 | $570K | Buy |
1,622
+343
| +27% | +$121K | 0.23% | 10 |
|
|
2022
Q3 | $420K | Sell |
1,279
-109
| -8% | -$35.8K | 0.2% | 12 |
|
|
2022
Q2 | $481K | Sell |
1,388
-585
| -30% | -$203K | 0.24% | 15 |
|
|
2022
Q1 | $819K | Buy |
1,973
+339
| +21% | +$141K | 2.45% | 11 |
|
|
2021
Q4 | $713K | Buy |
+1,634
| New | +$713K | 0.34% | 8 |
|