HNWAG
High Net Worth Advisory Group’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 | $25.2M | Buy |
44,389
+1,138
| +3% | +$647K | 6.68% | 1 |
|
|
2025
Q1 | $22.2M | Buy |
43,251
+2,064
| +5% | +$1.06M | 6.27% | 1 |
|
|
2024
Q4 | $22.2M | Buy |
41,187
+570
| +1% | +$307K | 6.2% | 1 |
|
|
2024
Q3 | $21.4M | Sell |
40,617
-1,421
| -3% | -$750K | 5.87% | 1 |
|
|
2024
Q2 | $21M | Buy |
42,038
+96
| +0.2% | +$48K | 6.37% | 1 |
|
|
2024
Q1 | $20.2M | Buy |
41,942
+463
| +1% | +$223K | 6.35% | 1 |
|
|
2023
Q4 | $18.1M | Buy |
41,479
+14
| +0% | +$6.12K | 6.73% | 1 |
|
|
2023
Q3 | $16.3M | Buy |
41,465
+346
| +0.8% | +$136K | 6.53% | 1 |
|
|
2023
Q2 | $16.7M | Sell |
41,119
-1,954
| -5% | -$796K | 6.5% | 1 |
|
|
2023
Q1 | $16.2M | Sell |
43,073
-632
| -1% | -$238K | 6.6% | 1 |
|
|
2022
Q4 | $15.4M | Buy |
43,705
+1,491
| +4% | +$524K | 5.97% | 1 |
|
|
2022
Q3 | $13.9M | Buy |
42,214
+916
| +2% | +$301K | 5.92% | 1 |
|
|
2022
Q2 | $14.3M | Buy |
41,298
+814
| +2% | +$282K | 5.94% | 1 |
|
|
2022
Q1 | $16.8M | Buy |
40,484
+2,681
| +7% | +$1.11M | 6.11% | 1 |
|
|
2021
Q4 | $16.5M | Buy |
+37,803
| New | +$16.5M | 5.76% | 1 |
|