SWA
Sax 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 | $7.4M | Sell |
13,024
-1,563
| -11% | -$888K | 0.45% | 37 |
|
|
2025
Q1 | $7.5M | Buy |
14,587
+4,529
| +45% | +$2.33M | 0.54% | 30 |
|
|
2024
Q4 | $5.42M | Buy |
10,058
+777
| +8% | +$419K | 0.42% | 39 |
|
|
2024
Q3 | $4.9M | Buy |
9,281
+122
| +1% | +$64.4K | 0.44% | 34 |
|
|
2024
Q2 | $4.58M | Buy |
9,159
+223
| +2% | +$112K | 0.44% | 35 |
|
|
2024
Q1 | $4.3M | Buy |
8,936
+2,688
| +43% | +$1.29M | 0.5% | 26 |
|
|
2023
Q4 | $2.73M | Buy |
6,248
+411
| +7% | +$180K | 0.45% | 42 |
|
|
2023
Q3 | $2.29M | Buy |
5,837
+202
| +4% | +$79.3K | 0.45% | 41 |
|
|
2023
Q2 | $2.29M | Sell |
5,635
-335
| -6% | -$136K | 0.46% | 39 |
|
|
2023
Q1 | $2.25M | Buy |
5,970
+211
| +4% | +$79.3K | 0.49% | 40 |
|
|
2022
Q4 | $2.02M | Sell |
5,759
-506
| -8% | -$178K | 0.47% | 40 |
|
|
2022
Q3 | $2.06M | Buy |
6,265
+66
| +1% | +$21.7K | 0.53% | 35 |
|
|
2022
Q2 | $2.15M | Buy |
6,199
+854
| +16% | +$296K | 0.55% | 36 |
|
|
2022
Q1 | $2.22M | Sell |
5,345
-248
| -4% | -$103K | 0.54% | 38 |
|
|
2021
Q4 | $2.44M | Sell |
5,593
-21
| -0.4% | -$9.17K | 0.51% | 39 |
|
|
2021
Q3 | $2.21M | Buy |
5,614
+10
| +0.2% | +$3.94K | 0.53% | 39 |
|
|
2021
Q2 | $2.21M | Buy |
5,604
+270
| +5% | +$106K | 0.76% | 35 |
|
|
2021
Q1 | $1.94M | Sell |
5,334
-42
| -0.8% | -$15.3K | 0.71% | 37 |
|
|
2020
Q4 | $1.85M | Buy |
+5,376
| New | +$1.85M | 0.85% | 34 |
|