PWA
Provenance 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 | Buy |
4,843
+75
| +2% | +$42.6K | 0.4% | 21 |
|
|
2025
Q1 | $2.45M | Hold |
4,768
| – | – | 0.35% | 21 |
|
|
2024
Q4 | $2.57M | Hold |
4,768
| – | – | 0.33% | 23 |
|
|
2024
Q3 | $2.52M | Buy |
4,768
+95
| +2% | +$50.1K | 0.31% | 24 |
|
|
2024
Q2 | $2.34M | Buy |
4,673
+372
| +9% | +$186K | 0.33% | 24 |
|
|
2024
Q1 | $2.07M | Buy |
4,301
+11
| +0.3% | +$5.29K | 0.29% | 25 |
|
|
2023
Q4 | $1.87M | Hold |
4,290
| – | – | 0.25% | 26 |
|
|
2023
Q3 | $1.68M | Buy |
+4,290
| New | +$1.68M | 0.27% | 25 |
|