MAWA
Moss Adams 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 | $4.65M | Buy |
8,167
+83
| +1% | +$47.3K | 0.42% | 23 |
|
|
2025
Q1 | $4.15M | Buy |
8,084
+2,137
| +36% | +$1.1M | 0.44% | 22 |
|
|
2024
Q4 | $3.2M | Buy |
5,947
+4,231
| +247% | +$2.28M | 0.34% | 26 |
|
|
2024
Q3 | $908K | Buy |
1,716
+124
| +8% | +$65.6K | 0.1% | 63 |
|
|
2024
Q2 | $799K | Sell |
1,592
-15
| -0.9% | -$7.53K | 0.11% | 57 |
|
|
2024
Q1 | $773K | Sell |
1,607
-146
| -8% | -$70.2K | 0.12% | 57 |
|
|
2023
Q4 | $766K | Buy |
1,753
+1,523
| +662% | +$665K | 0.16% | 40 |
|
|
2023
Q3 | $90.7K | Sell |
230
-1
| -0.4% | -$394 | 0.03% | 107 |
|
|
2023
Q2 | $94.4K | Sell |
231
-546
| -70% | -$223K | 0.03% | 99 |
|
|
2023
Q1 | $292K | Buy |
777
+545
| +235% | +$205K | 0.1% | 64 |
|
|
2022
Q4 | $81.5K | Buy |
+232
| New | +$81.5K | 0.04% | 114 |
|