GLLW
Graves Light Lenhart Wealth’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 | $986K | Buy |
1,736
+39
| +2% | +$22.2K | 0.12% | 82 |
|
2025
Q1 | $872K | Sell |
1,697
-251
| -13% | -$129K | 0.11% | 84 |
|
2024
Q4 | $1.05M | Buy |
1,948
+19
| +1% | +$10.2K | 0.13% | 81 |
|
2024
Q3 | $1.02M | Buy |
1,929
+3
| +0.2% | +$1.58K | 0.13% | 80 |
|
2024
Q2 | $966K | Sell |
1,926
-2
| -0.1% | -$1K | 0.11% | 84 |
|
2024
Q1 | $927K | Sell |
1,928
-75
| -4% | -$36.1K | 0.11% | 85 |
|
2023
Q4 | $875K | Sell |
2,003
-29
| -1% | -$12.7K | 0.11% | 83 |
|
2023
Q3 | $802K | Sell |
2,032
-5
| -0.2% | -$1.97K | 0.11% | 86 |
|
2023
Q2 | $830K | Buy |
2,037
+24
| +1% | +$9.78K | 0.11% | 88 |
|
2023
Q1 | $757K | Sell |
2,013
-64
| -3% | -$24.1K | 0.12% | 89 |
|
2022
Q4 | $730K | Buy |
2,077
+1
| +0% | +$351 | 0.11% | 95 |
|
2022
Q3 | $682K | Hold |
2,076
| – | – | 0.11% | 95 |
|
2022
Q2 | $720K | Sell |
2,076
-828
| -29% | -$287K | 0.11% | 95 |
|
2022
Q1 | $1.21M | Buy |
2,904
+26
| +0.9% | +$10.8K | 0.17% | 75 |
|
2021
Q4 | $1.26M | Hold |
2,878
| – | – | 0.18% | 74 |
|
2021
Q3 | $1.14M | Hold |
2,878
| – | – | 0.18% | 71 |
|
2021
Q2 | $1.13M | Sell |
2,878
-106
| -4% | -$41.7K | 0.18% | 70 |
|
2021
Q1 | $1.09M | Sell |
2,984
-235
| -7% | -$85.6K | 0.19% | 70 |
|
2020
Q4 | $1.11M | Sell |
3,219
-11
| -0.3% | -$3.78K | 0.21% | 66 |
|
2020
Q3 | $994K | Buy |
3,230
+25
| +0.8% | +$7.69K | 0.22% | 67 |
|
2020
Q2 | $908K | Buy |
3,205
+124
| +4% | +$35.1K | 0.21% | 69 |
|
2020
Q1 | $730K | Buy |
3,081
+347
| +13% | +$82.2K | 0.2% | 70 |
|
2019
Q4 | $809K | Buy |
2,734
+23
| +0.8% | +$6.81K | 0.17% | 75 |
|
2019
Q3 | $755K | Buy |
2,711
+1,006
| +59% | +$280K | 0.17% | 81 |
|
2019
Q2 | $459K | Buy |
1,705
+534
| +46% | +$144K | 0.11% | 100 |
|
2019
Q1 | $304K | Buy |
+1,171
| New | +$304K | 0.08% | 109 |
|