NWWA
New Wave 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 | $1.87M | Buy |
3,291
+272
| +9% | +$155K | 0.79% | 33 |
|
|
2025
Q1 | $1.55M | Sell |
3,019
-381
| -11% | -$196K | 0.7% | 35 |
|
|
2024
Q4 | $1.83M | Buy |
3,400
+1,171
| +53% | +$631K | 0.75% | 31 |
|
|
2024
Q3 | $1.18M | Buy |
2,229
+1,181
| +113% | +$623K | 0.54% | 42 |
|
|
2024
Q2 | $524K | Buy |
+1,048
| New | +$524K | 0.28% | 58 |
|