GWM
Gupta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.06M | Buy |
10,897
+9,415
| +635% | +$1.78M | 0.48% | 48 |
|
|
2015
Q4 | $277K | Sell |
1,482
-35
| -2% | -$6.54K | 0.07% | 202 |
|
|
2015
Q3 | $267K | Buy |
1,517
+1,271
| +517% | +$224K | 0.07% | 209 |
|
|
2015
Q2 | $46K | Buy |
246
+160
| +186% | +$29.9K | 0.01% | 491 |
|
|
2015
Q1 | $16K | Buy |
+86
| New | +$16K | ﹤0.01% | 660 |
|