Global Wealth Management Investment Advisory’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
Q2 | $1.01M | Buy |
+1,770
| New | +$1.01M | 0.19% | 100 |
|
|
2024
Q1 | – | Sell |
-63
| Closed | -$27.4K | – | 430 |
|
|
2023
Q4 | $27.4K | Buy |
63
+5
| +9% | +$2.18K | 0.01% | 229 |
|
|
2023
Q3 | $22.9K | Buy |
58
+6
| +12% | +$2.37K | 0.01% | 238 |
|
|
2023
Q2 | $21.1K | Buy |
+52
| New | +$21.1K | 0.01% | 242 |
|
|
2022
Q3 | – | Sell |
-41
| Closed | -$14K | – | 469 |
|
|
2022
Q2 | $14K | Buy |
41
+15
| +58% | +$5.12K | ﹤0.01% | 262 |
|
|
2022
Q1 | $11K | Buy |
26
+7
| +37% | +$2.96K | ﹤0.01% | 313 |
|
|
2021
Q4 | $8K | Sell |
19
-45
| -70% | -$18.9K | ﹤0.01% | 330 |
|
|
2021
Q3 | $25K | Hold |
64
| – | – | 0.01% | 246 |
|
|
2021
Q2 | $25K | Sell |
64
-8
| -11% | -$3.13K | 0.01% | 233 |
|
|
2021
Q1 | $26K | Sell |
72
-1
| -1% | -$361 | 0.01% | 231 |
|
|
2020
Q4 | $25K | Hold |
73
| – | – | 0.01% | 221 |
|
|
2020
Q3 | $22K | Sell |
73
-8
| -10% | -$2.41K | 0.01% | 221 |
|
|
2020
Q2 | $23K | Sell |
81
-69
| -46% | -$19.6K | 0.01% | 268 |
|
|
2020
Q1 | $36K | Sell |
150
-4
| -3% | -$960 | 0.02% | 192 |
|
|
2019
Q4 | $46K | Sell |
154
-12
| -7% | -$3.58K | 0.02% | 187 |
|
|
2019
Q3 | $45K | Buy |
166
+4
| +2% | +$1.08K | 0.02% | 173 |
|
|
2019
Q2 | $44K | Sell |
162
-263
| -62% | -$71.4K | 0.02% | 181 |
|
|
2019
Q1 | $110K | Sell |
425
-864
| -67% | -$224K | 0.06% | 153 |
|
|
2018
Q4 | $296K | Buy |
+1,289
| New | +$296K | 0.17% | 104 |
|