PWA
Physician 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 | $2.75M | Sell |
4,848
-6
| -0.1% | -$3.41K | 0.43% | 42 |
|
|
2025
Q1 | $2.49M | Buy |
4,854
+111
| +2% | +$57K | 0.43% | 43 |
|
|
2024
Q4 | $2.56M | Buy |
4,743
+1,171
| +33% | +$631K | 0.43% | 39 |
|
|
2024
Q3 | $1.9M | Buy |
3,572
+626
| +21% | +$334K | 0.34% | 46 |
|
|
2024
Q2 | $1.53M | Buy |
2,946
+203
| +7% | +$105K | 0.28% | 53 |
|
|
2024
Q1 | $1.27M | Buy |
2,743
+50
| +2% | +$23.1K | 0.27% | 56 |
|
|
2023
Q4 | $1.2M | Sell |
2,693
-671
| -20% | -$298K | 0.27% | 55 |
|
|
2023
Q3 | $1.34M | Buy |
3,364
+5
| +0.1% | +$1.99K | 0.34% | 42 |
|
|
2023
Q2 | $1.37M | Sell |
3,359
-220
| -6% | -$89.8K | 0.34% | 43 |
|
|
2023
Q1 | $1.36M | Sell |
3,579
-29
| -0.8% | -$11K | 0.36% | 40 |
|
|
2022
Q4 | $1.33M | Buy |
3,608
+161
| +5% | +$59.2K | 0.36% | 40 |
|
|
2022
Q3 | $1.2M | Buy |
3,447
+9
| +0.3% | +$3.12K | 0.37% | 43 |
|
|
2022
Q2 | $1.3M | Sell |
3,438
-1,333
| -28% | -$503K | 0.38% | 43 |
|
|
2022
Q1 | $1.88M | Buy |
4,771
+5
| +0.1% | +$1.97K | 0.5% | 40 |
|
|
2021
Q4 | $2.04M | Buy |
4,766
+7
| +0.1% | +$3K | 0.54% | 39 |
|
|
2021
Q3 | $1.95M | Buy |
4,759
+210
| +5% | +$86.1K | 0.54% | 37 |
|
|
2021
Q2 | $1.82M | Sell |
4,549
-62
| -1% | -$24.8K | 0.52% | 40 |
|
|
2021
Q1 | $1.72M | Buy |
4,611
+205
| +5% | +$76.6K | 0.56% | 35 |
|
|
2020
Q4 | $1.58M | Sell |
4,406
-519
| -11% | -$186K | 0.54% | 36 |
|
|
2020
Q3 | $1.49M | Sell |
4,925
-493
| -9% | -$150K | 0.6% | 33 |
|
|
2020
Q2 | $1.67M | Sell |
5,418
-846
| -14% | -$261K | 0.67% | 31 |
|
|
2020
Q1 | $1.61M | Sell |
6,264
-1,054
| -14% | -$270K | 0.8% | 27 |
|
|
2019
Q4 | $2.2M | Sell |
7,318
-98
| -1% | -$29.5K | 0.98% | 22 |
|
|
2019
Q3 | $2.13M | Buy |
+7,416
| New | +$2.13M | 1.04% | 23 |
|