SWA
SFMG 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 | $3.54M | Buy |
6,229
+245
| +4% | +$139K | 0.27% | 51 |
|
|
2025
Q1 | $3.08M | Buy |
5,984
+348
| +6% | +$179K | 0.24% | 55 |
|
|
2024
Q4 | $3.04M | Buy |
5,636
+56
| +1% | +$30.2K | 0.24% | 55 |
|
|
2024
Q3 | $2.94M | Sell |
5,580
-126
| -2% | -$66.5K | 0.24% | 52 |
|
|
2024
Q2 | $2.85M | Buy |
5,706
+1,208
| +27% | +$604K | 0.25% | 55 |
|
|
2024
Q1 | $2.16M | Buy |
4,498
+149
| +3% | +$71.6K | 0.19% | 64 |
|
|
2023
Q4 | $1.9M | Buy |
4,349
+406
| +10% | +$177K | 0.18% | 66 |
|
|
2023
Q3 | $1.55M | Buy |
3,943
+117
| +3% | +$45.9K | 0.16% | 71 |
|
|
2023
Q2 | $1.56M | Sell |
3,826
-210
| -5% | -$85.5K | 0.16% | 70 |
|
|
2023
Q1 | $1.52M | Buy |
4,036
+5
| +0.1% | +$1.88K | 0.16% | 71 |
|
|
2022
Q4 | $1.42M | Sell |
4,031
-465
| -10% | -$163K | 0.16% | 74 |
|
|
2022
Q3 | $1.47M | Buy |
4,496
+850
| +23% | +$278K | 0.17% | 71 |
|
|
2022
Q2 | $1.27M | Buy |
3,646
+107
| +3% | +$37.1K | 0.15% | 80 |
|
|
2022
Q1 | $1.47M | Buy |
3,539
+221
| +7% | +$91.7K | 0.15% | 81 |
|
|
2021
Q4 | $1.45M | Buy |
3,318
+260
| +9% | +$114K | 0.14% | 82 |
|
|
2021
Q3 | $1.21M | Buy |
3,058
+276
| +10% | +$109K | 0.13% | 84 |
|
|
2021
Q2 | $1.1M | Buy |
2,782
+93
| +3% | +$36.6K | 0.12% | 87 |
|
|
2021
Q1 | $980K | Sell |
2,689
-300
| -10% | -$109K | 0.11% | 94 |
|
|
2020
Q4 | $1.03M | Buy |
2,989
+314
| +12% | +$108K | 0.13% | 77 |
|
|
2020
Q3 | $823K | Sell |
2,675
-308
| -10% | -$94.8K | 0.11% | 77 |
|
|
2020
Q2 | $845K | Sell |
2,983
-576
| -16% | -$163K | 0.12% | 64 |
|
|
2020
Q1 | $843K | Buy |
3,559
+1,616
| +83% | +$383K | 0.13% | 48 |
|
|
2019
Q4 | $575K | Hold |
1,943
| – | – | 0.07% | 99 |
|
|
2019
Q3 | $530K | Hold |
1,943
| – | – | 0.07% | 89 |
|
|
2019
Q2 | $539K | Buy |
1,943
+316
| +19% | +$87.7K | 0.07% | 83 |
|
|
2019
Q1 | $422K | Sell |
1,627
-167
| -9% | -$43.3K | 0.06% | 95 |
|
|
2018
Q4 | $412K | Hold |
1,794
| – | – | 0.07% | 86 |
|
|
2018
Q3 | $448K | Hold |
1,794
| – | – | 0.07% | 77 |
|
|
2018
Q2 | $448K | Hold |
1,794
| – | – | 0.07% | 78 |
|
|
2018
Q1 | $434K | Buy |
1,794
+71
| +4% | +$17.2K | 0.07% | 80 |
|
|
2017
Q4 | $423K | Hold |
1,723
| – | – | 0.07% | 81 |
|
|
2017
Q3 | $398K | Buy |
1,723
+520
| +43% | +$120K | 0.08% | 77 |
|
|
2017
Q2 | $267K | Hold |
1,203
| – | – | 0.06% | 99 |
|
|
2017
Q1 | $260K | Buy |
1,203
+33
| +3% | +$7.13K | 0.05% | 102 |
|
|
2016
Q4 | $240K | Hold |
1,170
| – | – | 0.05% | 102 |
|
|
2016
Q3 | $232K | Hold |
1,170
| – | – | 0.05% | 96 |
|
|
2016
Q2 | $225K | Sell |
1,170
-159
| -12% | -$30.6K | 0.05% | 93 |
|
|
2016
Q1 | $251K | Hold |
1,329
| – | – | 0.06% | 87 |
|
|
2015
Q4 | $248K | Hold |
1,329
| – | – | 0.06% | 97 |
|
|
2015
Q3 | $234K | Buy |
1,329
+66
| +5% | +$11.6K | 0.06% | 101 |
|
|
2015
Q2 | $239K | Sell |
1,263
-2,526
| -67% | -$478K | 0.05% | 97 |
|
|
2015
Q1 | $717K | Buy |
3,789
+2,526
| +200% | +$478K | 0.06% | 83 |
|
|
2014
Q4 | $238K | Hold |
1,263
| – | – | 0.05% | 104 |
|
|
2014
Q3 | $228K | Hold |
1,263
| – | – | 0.07% | 77 |
|
|
2014
Q2 | $227K | Hold |
1,263
| – | – | 0.08% | 73 |
|
|
2014
Q1 | $216K | Sell |
1,263
-287
| -19% | -$49.1K | 0.07% | 70 |
|
|
2013
Q4 | $262K | Buy |
+1,550
| New | +$262K | 0.09% | 60 |
|
|
2013
Q3 | – | Sell |
-136,864
| Closed | -$10M | – | 78 |
|
|
2013
Q2 | $10M | Buy |
+136,864
| New | +$10M | 4.01% | 10 |
|