GFWA
Grey Fox Wealth 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 | – | Sell |
-1,776
| Closed | -$913K | – | 139 |
|
|
2025
Q1 | $913K | Sell |
1,776
-387
| -18% | -$199K | 0.24% | 60 |
|
|
2024
Q4 | $1.17M | Buy |
2,163
+636
| +42% | +$343K | 0.32% | 50 |
|
|
2024
Q3 | $808K | Buy |
1,527
+466
| +44% | +$247K | 0.23% | 64 |
|
|
2024
Q2 | $533K | Buy |
+1,061
| New | +$533K | 0.19% | 70 |
|
|
2023
Q4 | – | Sell |
-534
| Closed | -$210K | – | 112 |
|
|
2023
Q3 | $210K | Buy |
+534
| New | +$210K | 0.11% | 98 |
|
|
2023
Q2 | – | Sell |
-210
| Closed | -$78.9K | – | 501 |
|
|
2023
Q1 | $78.9K | Sell |
210
-1,006
| -83% | -$378K | 0.05% | 157 |
|
|
2022
Q4 | $427K | Buy |
+1,216
| New | +$427K | 0.28% | 56 |
|