HWA
Heartwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Hold |
957
| – | – | 0.06% | 106 |
|
|
2025
Q1 | $492K | Hold |
957
| – | – | 0.06% | 103 |
|
|
2024
Q4 | $516K | Hold |
957
| – | – | 0.06% | 95 |
|
|
2024
Q3 | $505K | Hold |
957
| – | – | 0.06% | 95 |
|
|
2024
Q2 | $479K | Buy |
957
+211
| +28% | +$106K | 0.06% | 100 |
|
|
2024
Q1 | $359K | Hold |
746
| – | – | 0.04% | 107 |
|
|
2023
Q4 | $326K | Hold |
746
| – | – | 0.04% | 107 |
|
|
2023
Q3 | $293K | Hold |
746
| – | – | 0.04% | 104 |
|
|
2023
Q2 | $304K | Hold |
746
| – | – | 0.04% | 110 |
|
|
2023
Q1 | $281K | Sell |
746
-1,304
| -64% | -$490K | 0.04% | 107 |
|
|
2022
Q4 | $720K | Buy |
2,050
+1,304
| +175% | +$458K | 0.11% | 59 |
|
|
2022
Q3 | $245K | Sell |
746
-187
| -20% | -$61.4K | 0.04% | 103 |
|
|
2022
Q2 | $324K | Buy |
933
+148
| +19% | +$51.4K | 0.05% | 92 |
|
|
2022
Q1 | $326K | Buy |
+785
| New | +$326K | 0.05% | 96 |
|