GIA
GHP Investment 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 | $3.32M | Buy |
5,837
+276
| +5% | +$157K | 0.15% | 174 |
|
|
2025
Q1 | $2.86M | Buy |
5,561
+304
| +6% | +$156K | 0.14% | 190 |
|
|
2024
Q4 | $2.83M | Buy |
5,257
+309
| +6% | +$166K | 0.13% | 198 |
|
|
2024
Q3 | $2.61M | Buy |
4,948
+124
| +3% | +$65.4K | 0.12% | 208 |
|
|
2024
Q2 | $2.41M | Buy |
4,824
+407
| +9% | +$204K | 0.12% | 209 |
|
|
2024
Q1 | $2.12M | Buy |
4,417
+103
| +2% | +$49.5K | 0.11% | 221 |
|
|
2023
Q4 | $1.88M | Sell |
4,314
-131
| -3% | -$57.2K | 0.1% | 223 |
|
|
2023
Q3 | $1.76M | Buy |
4,445
+6
| +0.1% | +$2.38K | 0.11% | 215 |
|
|
2023
Q2 | $1.82M | Sell |
4,439
-82
| -2% | -$33.6K | 0.11% | 220 |
|
|
2023
Q1 | $1.7M | Sell |
4,521
-28
| -0.6% | -$10.5K | 0.11% | 228 |
|
|
2022
Q4 | $1.6M | Buy |
4,549
+261
| +6% | +$91.7K | 0.11% | 227 |
|
|
2022
Q3 | $1.41M | Buy |
4,288
+1,770
| +70% | +$581K | 0.11% | 225 |
|
|
2022
Q2 | $873K | Buy |
2,518
+913
| +57% | +$317K | 0.06% | 248 |
|
|
2022
Q1 | $666K | Buy |
+1,605
| New | +$666K | 0.04% | 273 |
|