GWM
Guardian Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
1,252
+11
| +0.9% | +$2.08K | 0.16% | 57 |
|
|
2025
Q1 | $229K | Sell |
1,241
-45
| -3% | -$8.29K | 0.15% | 58 |
|
|
2024
Q4 | $237K | Buy |
1,286
+9
| +0.7% | +$1.66K | 0.16% | 67 |
|
|
2024
Q3 | $244K | Buy |
1,277
+71
| +6% | +$13.5K | 0.17% | 63 |
|
|
2024
Q2 | $212K | Buy |
1,206
+255
| +27% | +$44.8K | 0.16% | 63 |
|
|
2024
Q1 | $172K | Sell |
951
-510
| -35% | -$92.1K | 0.13% | 68 |
|
|
2023
Q4 | $245K | Buy |
1,461
+746
| +104% | +$125K | 0.21% | 60 |
|
|
2023
Q3 | $106K | Buy |
715
+1
| +0.1% | +$149 | 0.1% | 80 |
|
|
2023
Q2 | $111K | Hold |
714
| – | – | 0.1% | 79 |
|
|
2023
Q1 | $105K | Sell |
714
-7,141
| -91% | -$1.05M | 0.1% | 83 |
|
|
2022
Q4 | $1.1M | Buy |
7,855
+7,740
| +6,730% | +$1.08M | 1.08% | 37 |
|
|
2022
Q3 | $14K | Buy |
+115
| New | +$14K | 0.02% | 151 |
|