IWA
IVC 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
Q1 | – | Sell |
-405
| Closed | -$218K | – | 166 |
|
|
2024
Q4 | $218K | Buy |
+405
| New | +$218K | 0.12% | 146 |
|
|
2023
Q1 | – | Sell |
-24,360
| Closed | -$8K | – | 158 |
|
|
2022
Q4 | $8K | Buy |
+24,360
| New | +$8K | 0.01% | 150 |
|
|
2021
Q1 | – | Sell |
-800
| Closed | -$275K | – | 130 |
|
|
2020
Q4 | $275K | Buy |
+800
| New | +$275K | 0.26% | 95 |
|