GWAM
Guardian Wealth Advisors (Minnesota)’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 | $440K | Sell |
775
-12
| -2% | -$6.82K | 0.26% | 43 |
|
|
2025
Q1 | $404K | Sell |
787
-128
| -14% | -$65.8K | 0.26% | 49 |
|
|
2024
Q4 | $493K | Buy |
915
+149
| +19% | +$80.3K | 0.32% | 45 |
|
|
2024
Q3 | $404K | Buy |
766
+2
| +0.3% | +$1.06K | 0.25% | 52 |
|
|
2024
Q2 | $382K | Buy |
764
+111
| +17% | +$55.5K | 0.25% | 52 |
|
|
2024
Q1 | $314K | Hold |
653
| – | – | 0.2% | 60 |
|
|
2023
Q4 | $285K | Buy |
653
+7
| +1% | +$3.06K | 0.2% | 58 |
|
|
2023
Q3 | $254K | Buy |
646
+7
| +1% | +$2.75K | 0.19% | 58 |
|
|
2023
Q2 | $260K | Buy |
+639
| New | +$260K | 0.19% | 61 |
|