J.P. Morgan Private Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.32M | Sell |
8,879
-400
| -4% | -$59.5K | ﹤0.01% | 884 |
|
|
2023
Q2 | $1.44M | Buy |
9,279
+1,642
| +22% | +$256K | 0.01% | 662 |
|
|
2023
Q1 | $1.12M | Buy |
7,637
+255
| +3% | +$37.4K | ﹤0.01% | 1116 |
|
|
2022
Q4 | $1.03M | Hold |
7,382
| – | – | ﹤0.01% | 1125 |
|
|
2022
Q3 | $916K | Buy |
7,382
+3,529
| +92% | +$438K | ﹤0.01% | 1178 |
|
|
2022
Q2 | $512K | Buy |
3,853
+380
| +11% | +$50.5K | ﹤0.01% | 1446 |
|
|
2022
Q1 | $523K | Buy |
3,473
+944
| +37% | +$142K | ﹤0.01% | 1514 |
|
|
2021
Q4 | $383K | Buy |
2,529
+450
| +22% | +$68.1K | ﹤0.01% | 1649 |
|
|
2021
Q3 | $292K | Buy |
+2,079
| New | +$292K | ﹤0.01% | 1706 |
|