IWA
Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.64M | Buy |
4,016
+635
| +19% | +$259K | 0.39% | 47 |
|
|
2023
Q1 | $1.27M | Buy |
3,381
+1
| +0% | +$376 | 0.33% | 65 |
|
|
2022
Q4 | $1.19M | Buy |
3,380
+309
| +10% | +$109K | 0.35% | 58 |
|
|
2022
Q3 | $1.01M | Hold |
3,071
| – | – | 0.32% | 75 |
|
|
2022
Q2 | $1.07M | Buy |
3,071
+100
| +3% | +$34.7K | 0.29% | 76 |
|
|
2022
Q1 | $1.23M | Buy |
2,971
+12
| +0.4% | +$4.98K | 0.28% | 70 |
|
|
2021
Q4 | $1.29M | Buy |
2,959
+42
| +1% | +$18.3K | 0.27% | 71 |
|
|
2021
Q3 | $1.15M | Sell |
2,917
-318
| -10% | -$125K | 0.27% | 79 |
|
|
2021
Q2 | $1.27M | Sell |
3,235
-8
| -0.2% | -$3.15K | 0.25% | 73 |
|
|
2021
Q1 | $1.18M | Hold |
3,243
| – | – | 0.26% | 77 |
|
|
2020
Q4 | $1.12M | Sell |
3,243
-268
| -8% | -$92.1K | 0.27% | 76 |
|
|
2020
Q3 | $1.08M | Sell |
3,511
-510
| -13% | -$157K | 0.32% | 64 |
|
|
2020
Q2 | $1.14M | Buy |
4,021
+35
| +0.9% | +$9.92K | 0.37% | 55 |
|
|
2020
Q1 | $944K | Buy |
3,986
+3,106
| +353% | +$736K | 0.5% | 44 |
|
|
2019
Q4 | $269K | Hold |
880
| – | – | 0.22% | 76 |
|
|
2019
Q3 | $240K | Sell |
880
-45
| -5% | -$12.3K | 0.15% | 118 |
|
|
2019
Q2 | $249K | Buy |
925
+45
| +5% | +$12.1K | 0.13% | 109 |
|
|
2019
Q1 | $228K | Hold |
880
| – | – | 0.11% | 119 |
|
|
2018
Q4 | $202K | Hold |
880
| – | – | 0.11% | 118 |
|
|
2018
Q3 | $235K | Hold |
880
| – | – | 0.12% | 118 |
|
|
2018
Q2 | $220K | Hold |
880
| – | – | 0.12% | 119 |
|
|
2018
Q1 | $213K | Hold |
880
| – | – | 0.12% | 122 |
|
|
2017
Q4 | $216K | Hold |
880
| – | – | 0.12% | 136 |
|
|
2017
Q3 | $203K | Buy |
+880
| New | +$203K | 0.12% | 129 |
|