NIWA
New Insight 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 | $400K | Sell |
704
-44
| -6% | -$25K | 0.16% | 72 |
|
|
2025
Q1 | $384K | Buy |
748
+33
| +5% | +$17K | 0.17% | 71 |
|
|
2024
Q4 | $385K | Sell |
715
-15
| -2% | -$8.08K | 0.19% | 63 |
|
|
2024
Q3 | $385K | Buy |
730
+96
| +15% | +$50.6K | 0.2% | 59 |
|
|
2024
Q2 | $317K | Buy |
634
+11
| +2% | +$5.5K | 0.19% | 60 |
|
|
2024
Q1 | $299K | Buy |
+623
| New | +$299K | 0.19% | 60 |
|