Guardian Wealth Advisors (North Carolina)’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.7M | Buy |
94,495
+12,609
| +15% | +$7.16M | 3.78% | 5 |
|
|
2025
Q1 | $42.1M | Buy |
81,886
+2,513
| +3% | +$1.29M | 3.37% | 7 |
|
|
2024
Q4 | $42.8M | Buy |
79,373
+51,975
| +190% | +$28M | 3.37% | 7 |
|
|
2024
Q3 | $14.5M | Buy |
27,398
+952
| +4% | +$502K | 1.53% | 14 |
|
|
2024
Q2 | $13.2M | Sell |
26,446
-836
| -3% | -$418K | 1.55% | 15 |
|
|
2024
Q1 | $13.1M | Buy |
27,282
+41
| +0.2% | +$19.7K | 1.6% | 15 |
|
|
2023
Q4 | $11.9M | Buy |
27,241
+1,421
| +6% | +$621K | 1.81% | 12 |
|
|
2023
Q3 | $10.2M | Buy |
25,820
+442
| +2% | +$174K | 1.73% | 13 |
|
|
2023
Q2 | $10.4M | Buy |
25,378
+2,850
| +13% | +$1.17M | 1.78% | 13 |
|
|
2023
Q1 | $8.47M | Sell |
22,528
-143
| -0.6% | -$53.8K | 1.49% | 15 |
|
|
2022
Q4 | $7.97M | Sell |
22,671
-116
| -0.5% | -$40.8K | 1.53% | 13 |
|
|
2022
Q3 | $7.51M | Buy |
22,787
+492
| +2% | +$162K | 1.4% | 13 |
|
|
2022
Q2 | $7.77M | Buy |
22,295
+3,015
| +16% | +$1.05M | 1.42% | 13 |
|
|
2022
Q1 | $8M | Sell |
19,280
-1,165
| -6% | -$484K | 3.45% | 5 |
|
|
2021
Q4 | $8.93M | Buy |
+20,445
| New | +$8.93M | 3.84% | 4 |
|