GWA
Guidant Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $4.57M | Sell |
16,764
-1,334
| -7% | -$364K | 1.7% | 20 |
|
|
2019
Q2 | $4.87M | Sell |
18,098
-1,659
| -8% | -$447K | 1.88% | 18 |
|
|
2019
Q1 | $5.13M | Sell |
19,757
-4,617
| -19% | -$1.2M | 2% | 18 |
|
|
2018
Q4 | $5.6M | Sell |
24,374
-3,864
| -14% | -$888K | 2.61% | 13 |
|
|
2018
Q3 | $7.57M | Sell |
28,238
-2,838
| -9% | -$761K | 3.16% | 15 |
|
|
2018
Q2 | $7.76M | Sell |
31,076
-2,120
| -6% | -$530K | 3.38% | 13 |
|
|
2018
Q1 | $7.85M | Sell |
33,196
-513
| -2% | -$121K | 3.55% | 12 |
|
|
2017
Q4 | $8.49M | Buy |
33,709
+754
| +2% | +$190K | 3.8% | 11 |
|
|
2017
Q3 | $7.69M | Buy |
32,955
+3,125
| +10% | +$729K | 5.46% | 8 |
|
|
2017
Q2 | $6.64M | Buy |
29,830
+1,196
| +4% | +$266K | 3.43% | 8 |
|
|
2017
Q1 | $6.17M | Buy |
28,634
+6,415
| +29% | +$1.38M | 3.24% | 9 |
|
|
2016
Q4 | $4.63M | Buy |
22,219
+8,546
| +63% | +$1.78M | 2.63% | 13 |
|
|
2016
Q3 | $2.7M | Buy |
+13,673
| New | +$2.7M | 1.66% | 21 |
|