IWAG
Integer Wealth Advisors Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $391K | Hold |
1,035
| – | – | 0.21% | 59 |
|
|
2020
Q4 | $355K | Hold |
1,035
| – | – | 0.23% | 57 |
|
|
2020
Q3 | $318K | Hold |
1,035
| – | – | 0.29% | 51 |
|
|
2020
Q2 | $299K | Sell |
1,035
-34
| -3% | -$9.82K | 0.31% | 46 |
|
|
2020
Q1 | $287K | Sell |
1,069
-129
| -11% | -$34.6K | 0.33% | 45 |
|
|
2019
Q4 | $362K | Buy |
+1,198
| New | +$362K | 0.36% | 46 |
|