LRWA
Long Run 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
Q2 | $6.59M | Sell |
11,594
-52
| -0.4% | -$29.5K | 1.38% | 20 |
|
|
2025
Q1 | $5.98M | Buy |
11,646
+685
| +6% | +$352K | 1.36% | 21 |
|
|
2024
Q4 | $5.91M | Sell |
10,961
-388
| -3% | -$209K | 1.42% | 18 |
|
|
2024
Q3 | $5.99M | Buy |
11,349
+480
| +4% | +$253K | 1.41% | 18 |
|
|
2024
Q2 | $5.44M | Sell |
10,869
-61
| -0.6% | -$30.5K | 1.38% | 19 |
|
|
2024
Q1 | $5.25M | Buy |
10,930
+1
| +0% | +$481 | 1.38% | 20 |
|
|
2023
Q4 | $4.77M | Sell |
10,929
-1,094
| -9% | -$478K | 1.38% | 20 |
|
|
2023
Q3 | $4.72M | Sell |
12,023
-400
| -3% | -$157K | 1.53% | 17 |
|
|
2023
Q2 | $5.06M | Hold |
12,423
| – | – | 1.61% | 16 |
|
|
2023
Q1 | $4.67M | Sell |
12,423
-418
| -3% | -$157K | 1.59% | 18 |
|
|
2022
Q4 | $4.51M | Sell |
12,841
-832
| -6% | -$292K | 1.62% | 17 |
|
|
2022
Q3 | $4.49M | Buy |
13,673
+609
| +5% | +$200K | 1.78% | 15 |
|
|
2022
Q2 | $4.53M | Buy |
13,064
+2,091
| +19% | +$725K | 1.76% | 18 |
|
|
2022
Q1 | $4.56M | Buy |
10,973
+110
| +1% | +$45.7K | 1.59% | 18 |
|
|
2021
Q4 | $4.74M | Buy |
+10,863
| New | +$4.74M | 1.65% | 19 |
|