GWM
Greenwich Wealth Management’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 | $8.6M | Buy |
15,133
+62
| +0.4% | +$35.2K | 0.42% | 31 |
|
|
2025
Q1 | $7.75M | Buy |
15,071
+54
| +0.4% | +$27.8K | 0.59% | 25 |
|
|
2024
Q4 | $8.09M | Sell |
15,017
-81
| -0.5% | -$43.6K | 0.57% | 27 |
|
|
2024
Q3 | $7.97M | Sell |
15,098
-233
| -2% | -$123K | 0.54% | 27 |
|
|
2024
Q2 | $7.67M | Buy |
15,331
+607
| +4% | +$304K | 0.56% | 27 |
|
|
2024
Q1 | $7.08M | Buy |
14,724
+279
| +2% | +$134K | 0.56% | 27 |
|
|
2023
Q4 | $6.31M | Buy |
14,445
+316
| +2% | +$138K | 0.62% | 24 |
|
|
2023
Q3 | $5.55M | Buy |
14,129
+1,136
| +9% | +$446K | 0.59% | 24 |
|
|
2023
Q2 | $5.29M | Buy |
12,993
+227
| +2% | +$92.5K | 0.56% | 25 |
|
|
2023
Q1 | $4.8M | Buy |
12,766
+749
| +6% | +$282K | 0.52% | 27 |
|
|
2022
Q4 | $4.22M | Buy |
12,017
+225
| +2% | +$79.1K | 0.46% | 35 |
|
|
2022
Q3 | $3.87M | Buy |
11,792
+30
| +0.3% | +$9.85K | 0.41% | 31 |
|
|
2022
Q2 | $4.08M | Sell |
11,762
-365
| -3% | -$127K | 0.54% | 28 |
|
|
2022
Q1 | $5.04M | Buy |
12,127
+588
| +5% | +$244K | 0.51% | 30 |
|
|
2021
Q4 | $5.04M | Buy |
11,539
+520
| +5% | +$227K | 0.41% | 30 |
|
|
2021
Q3 | $4.35M | Sell |
11,019
-1,078
| -9% | -$425K | 0.36% | 33 |
|
|
2021
Q2 | $4.76M | Buy |
12,097
+365
| +3% | +$144K | 0.41% | 27 |
|
|
2021
Q1 | $4.27M | Buy |
11,732
+790
| +7% | +$288K | 0.34% | 30 |
|
|
2020
Q4 | $3.76M | Buy |
10,942
+10
| +0.1% | +$3.44K | 0.33% | 33 |
|
|
2020
Q3 | $3.36M | Buy |
10,932
+4,068
| +59% | +$1.25M | 0.6% | 32 |
|
|
2020
Q2 | $1.95M | Buy |
6,864
+5,030
| +274% | +$1.43M | 0.37% | 52 |
|
|
2020
Q1 | $434K | Buy |
1,834
+469
| +34% | +$111K | 0.09% | 106 |
|
|
2019
Q4 | $404K | Buy |
+1,365
| New | +$404K | 0.08% | 137 |
|
|
2016
Q4 | – | Sell |
-1,508
| Closed | -$300K | – | 214 |
|
|
2016
Q3 | $300K | Buy |
1,508
+175
| +13% | +$34.8K | 0.05% | 157 |
|
|
2016
Q2 | $256K | Sell |
1,333
-335
| -20% | -$64.3K | 0.06% | 165 |
|
|
2016
Q1 | $315K | Sell |
1,668
-4,374
| -72% | -$826K | 0.08% | 141 |
|
|
2015
Q4 | $1.13M | Buy |
6,042
+4,474
| +285% | +$836K | 0.28% | 66 |
|
|
2015
Q3 | $276K | Sell |
1,568
-218
| -12% | -$38.4K | 0.07% | 140 |
|
|
2015
Q2 | $337K | Sell |
1,786
-30
| -2% | -$5.66K | 0.04% | 144 |
|
|
2015
Q1 | $344K | Buy |
1,816
+30
| +2% | +$5.68K | 0.04% | 145 |
|
|
2014
Q4 | $336K | Buy |
+1,786
| New | +$336K | 0.02% | 148 |
|