GVAG
Great Valley Advisor Group’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 | $20.8M | Buy |
36,619
+487
| +1% | +$277K | 0.46% | 58 |
|
|
2025
Q1 | $18.6M | Sell |
36,132
-9,597
| -21% | -$4.93M | 0.4% | 64 |
|
|
2024
Q4 | $24.6M | Sell |
45,729
-13,535
| -23% | -$7.29M | 0.55% | 41 |
|
|
2024
Q3 | $31.3M | Buy |
59,264
+6,106
| +11% | +$3.22M | 0.77% | 23 |
|
|
2024
Q2 | $26.6M | Buy |
53,158
+3,807
| +8% | +$1.9M | 0.74% | 25 |
|
|
2024
Q1 | $23.7M | Sell |
49,351
-7,722
| -14% | -$3.71M | 0.72% | 28 |
|
|
2023
Q4 | $24.9M | Buy |
57,073
+14,887
| +35% | +$6.5M | 0.87% | 21 |
|
|
2023
Q3 | $16.6M | Sell |
42,186
-2,438
| -5% | -$957K | 0.69% | 35 |
|
|
2023
Q2 | $18.2M | Buy |
44,624
+5,712
| +15% | +$2.33M | 0.76% | 25 |
|
|
2023
Q1 | $14.6M | Buy |
38,912
+21,017
| +117% | +$7.9M | 0.68% | 33 |
|
|
2022
Q4 | $6.29M | Buy |
17,895
+5,001
| +39% | +$1.76M | 0.32% | 80 |
|
|
2022
Q3 | $4.23M | Buy |
12,894
+4,913
| +62% | +$1.61M | 0.24% | 103 |
|
|
2022
Q2 | $2.77M | Buy |
7,981
+281
| +4% | +$97.5K | 0.15% | 158 |
|
|
2022
Q1 | $3.21M | Buy |
7,700
+385
| +5% | +$161K | 0.19% | 137 |
|
|
2021
Q4 | $3.17M | Buy |
7,315
+12
| +0.2% | +$5.19K | 0.2% | 129 |
|
|
2021
Q3 | $2.88M | Sell |
7,303
-92
| -1% | -$36.3K | 0.2% | 131 |
|
|
2021
Q2 | $2.89M | Buy |
7,395
+3,583
| +94% | +$1.4M | 0.21% | 123 |
|
|
2021
Q1 | $1.39M | Sell |
3,812
-368
| -9% | -$134K | 0.13% | 169 |
|
|
2020
Q4 | $1.44M | Sell |
4,180
-738
| -15% | -$254K | 0.15% | 153 |
|
|
2020
Q3 | $1.51M | Buy |
4,918
+2,075
| +73% | +$638K | 0.19% | 117 |
|
|
2020
Q2 | $806K | Sell |
2,843
-1,316
| -32% | -$373K | 0.13% | 174 |
|
|
2020
Q1 | $985K | Sell |
4,159
-918
| -18% | -$217K | 0.26% | 117 |
|
|
2019
Q4 | $1.5M | Buy |
5,077
+844
| +20% | +$250K | 0.33% | 89 |
|
|
2019
Q3 | $1.15M | Buy |
4,233
+70
| +2% | +$19.1K | 0.28% | 107 |
|
|
2019
Q2 | $1.12M | Sell |
4,163
-250
| -6% | -$67.4K | 0.28% | 111 |
|
|
2019
Q1 | $1.15M | Buy |
+4,413
| New | +$1.15M | 0.36% | 78 |
|