Guardian Wealth Advisors (North Carolina)’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
Q3 | $58.5M | Buy |
|
|||||
|
2025
Q2 | $53.7M | Buy |
|
|||||
|
2025
Q1 | $42.1M | Buy |
|
|||||
|
2024
Q4 | $42.8M | Buy |
|
|||||
|
2024
Q3 | $14.5M | Buy |
|
|||||
|
2024
Q2 | $13.2M | Sell |
|
|||||
|
2024
Q1 | $13.1M | Buy |
|
|||||
|
2023
Q4 | $11.9M | Buy |
|
|||||
|
2023
Q3 | $10.2M | Buy |
|
|||||
|
2023
Q2 | $10.4M | Buy |
|
|||||
|
2023
Q1 | $8.47M | Sell |
|
|||||
|
2022
Q4 | $7.97M | Sell |
|
|||||
|
2022
Q3 | $7.51M | Buy |
|
|||||
|
2022
Q2 | $7.77M | Buy |
|
|||||
|
2022
Q1 | $8M | Sell |
|
|||||
|
2021
Q4 | $8.93M | Buy |
|