PWA
PCG 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 | $682K | Buy |
1,201
+58
| +5% | +$32.9K | 0.35% | 54 |
|
|
2025
Q1 | $587K | Buy |
1,143
+238
| +26% | +$122K | 0.2% | 83 |
|
|
2024
Q4 | $487K | Buy |
905
+40
| +5% | +$21.5K | 0.18% | 85 |
|
|
2024
Q3 | $456K | Buy |
865
+3
| +0.3% | +$1.58K | 0.18% | 82 |
|
|
2024
Q2 | $431K | Hold |
862
| – | – | 0.19% | 76 |
|
|
2024
Q1 | $414K | Hold |
862
| – | – | 0.2% | 75 |
|
|
2023
Q4 | $377K | Hold |
862
| – | – | 0.21% | 71 |
|
|
2023
Q3 | $339K | Hold |
862
| – | – | 0.22% | 71 |
|
|
2023
Q2 | $351K | Hold |
862
| – | – | 0.22% | 77 |
|
|
2023
Q1 | $324K | Hold |
862
| – | – | 0.2% | 78 |
|
|
2022
Q4 | $303K | Sell |
862
-862
| -50% | -$303K | 0.19% | 78 |
|
|
2022
Q3 | $566K | Buy |
1,724
+966
| +127% | +$317K | 0.2% | 69 |
|
|
2022
Q2 | $263K | Hold |
758
| – | – | 0.19% | 71 |
|
|
2022
Q1 | $315K | Sell |
758
-156
| -17% | -$64.8K | 0.2% | 65 |
|
|
2021
Q4 | $399K | Buy |
+914
| New | +$399K | 0.28% | 53 |
|