Guardian Wealth Advisors (Minnesota)’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $437K | Buy |
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|
2025
Q3 | $425K | Sell |
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|
2025
Q2 | $440K | Sell |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $404K | Buy |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $260K | Buy |
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