GWM
Guardian Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3
| Closed | -$1.18K | – | 243 |
|
|
2023
Q1 | $1.18K | Sell |
3
-763
| -100% | -$301K | ﹤0.01% | 221 |
|
|
2022
Q4 | $269K | Hold |
766
| – | – | 0.27% | 68 |
|
|
2022
Q3 | $251K | Buy |
766
+4
| +0.5% | +$1.31K | 0.28% | 65 |
|
|
2022
Q2 | $264K | Buy |
762
+2
| +0.3% | +$693 | 0.28% | 64 |
|
|
2022
Q1 | $316K | Buy |
760
+755
| +15,100% | +$314K | 0.31% | 64 |
|
|
2021
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 208 |
|