GGM Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.37M | Buy |
8,629
+88
| +1% | +$44.6K | 2.43% | 6 |
|
|
2024
Q4 | $4.6M | Buy |
8,541
+837
| +11% | +$451K | 2.41% | 8 |
|
|
2024
Q3 | $4.08M | Buy |
7,704
+1,646
| +27% | +$871K | 1.76% | 15 |
|
|
2024
Q2 | $3.03M | Buy |
6,058
+707
| +13% | +$354K | 1.39% | 21 |
|
|
2024
Q1 | $2.55M | Buy |
5,351
+705
| +15% | +$336K | 1.19% | 24 |
|
|
2023
Q4 | $2.08M | Sell |
4,646
-5,156
| -53% | -$2.31M | 0.86% | 27 |
|
|
2023
Q3 | $3.86M | Buy |
9,802
+841
| +9% | +$332K | 1.67% | 17 |
|
|
2023
Q2 | $3.64M | Buy |
+8,961
| New | +$3.64M | 1.48% | 18 |
|
|
2023
Q1 | – | Sell |
-8,009
| Closed | -$2.86M | – | 133 |
|
|
2022
Q4 | $2.86M | Buy |
8,009
+277
| +4% | +$98.8K | 1.47% | 19 |
|
|
2022
Q3 | $2.73M | Buy |
7,732
+757
| +11% | +$268K | 1.48% | 16 |
|
|
2022
Q2 | $2.44M | Buy |
6,975
+3,740
| +116% | +$1.31M | 1.36% | 19 |
|
|
2022
Q1 | $1.32M | Buy |
3,235
+956
| +42% | +$391K | 0.66% | 37 |
|
|
2021
Q4 | $984K | Buy |
2,279
+948
| +71% | +$409K | 0.78% | 34 |
|
|
2021
Q3 | $557K | Buy |
1,331
+312
| +31% | +$131K | 0.44% | 45 |
|
|
2021
Q2 | $404K | Hold |
1,019
| – | – | 0.34% | 55 |
|
|
2021
Q1 | $390K | Buy |
+1,019
| New | +$390K | 0.31% | 58 |
|