SWA
Safir 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 | $55.4M | Buy |
97,606
+2,431
| +3% | +$1.38M | 40.68% | 1 |
|
|
2025
Q1 | $48.9M | Sell |
95,175
-1,012
| -1% | -$520K | 38.82% | 1 |
|
|
2024
Q4 | $51.8M | Sell |
96,187
-83
| -0.1% | -$44.7K | 39.97% | 1 |
|
|
2024
Q3 | $50.8M | Buy |
96,270
+603
| +0.6% | +$318K | 39.05% | 1 |
|
|
2024
Q2 | $47.8M | Sell |
95,667
-2,152
| -2% | -$1.08M | 39.21% | 1 |
|
|
2024
Q1 | $47M | Buy |
97,819
+2,834
| +3% | +$1.36M | 38.6% | 1 |
|
|
2023
Q4 | $41.5M | Sell |
94,985
-1,435
| -1% | -$627K | 37.33% | 1 |
|
|
2023
Q3 | $37.9M | Sell |
96,420
-2,307
| -2% | -$906K | 36.62% | 1 |
|
|
2023
Q2 | $40.2M | Sell |
98,727
-926
| -0.9% | -$377K | 37.19% | 1 |
|
|
2023
Q1 | $37.5M | Sell |
99,653
-3,289
| -3% | -$1.24M | 36.98% | 1 |
|
|
2022
Q4 | $36.2M | Sell |
102,942
-977
| -0.9% | -$343K | 36.87% | 1 |
|
|
2022
Q3 | $34.1M | Buy |
103,919
+618
| +0.6% | +$203K | 35.5% | 1 |
|
|
2022
Q2 | $35.8M | Buy |
103,301
+2,422
| +2% | +$840K | 35.06% | 1 |
|
|
2022
Q1 | $41.9M | Buy |
100,879
+1,474
| +1% | +$612K | 34.97% | 1 |
|
|
2021
Q4 | $43.4M | Buy |
99,405
+700
| +0.7% | +$306K | 33.77% | 1 |
|
|
2021
Q3 | $38.9M | Buy |
98,705
+1,674
| +2% | +$660K | 32.57% | 1 |
|
|
2021
Q2 | $38.2M | Buy |
97,031
+564
| +0.6% | +$222K | 32.4% | 1 |
|
|
2021
Q1 | $35.1M | Sell |
96,467
-1,392
| -1% | -$507K | 32.22% | 1 |
|
|
2020
Q4 | $33.6M | Buy |
+97,859
| New | +$33.6M | 31.24% | 1 |
|