SWA
SOA 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 | $29.4M | Buy |
51,685
+6,200
| +14% | +$3.52M | 5.51% | 3 |
|
|
2025
Q1 | $23.4M | Sell |
45,485
-8,116
| -15% | -$4.17M | 4.88% | 3 |
|
|
2024
Q4 | $28.9M | Buy |
53,601
+565
| +1% | +$304K | 5.32% | 3 |
|
|
2024
Q3 | $28M | Buy |
53,036
+1,235
| +2% | +$652K | 5.34% | 3 |
|
|
2024
Q2 | $25.9M | Sell |
51,801
-372
| -0.7% | -$186K | 5.21% | 3 |
|
|
2024
Q1 | $25.1M | Buy |
52,173
+521
| +1% | +$250K | 5.19% | 3 |
|
|
2023
Q4 | $22.6M | Buy |
51,652
+530
| +1% | +$232K | 5.02% | 3 |
|
|
2023
Q3 | $20.1M | Buy |
51,122
+342
| +0.7% | +$134K | 4.99% | 3 |
|
|
2023
Q2 | $20.7M | Sell |
50,780
-136
| -0.3% | -$55.4K | 4.84% | 3 |
|
|
2023
Q1 | $19.1M | Buy |
50,916
+606
| +1% | +$228K | 4.72% | 4 |
|
|
2022
Q4 | $17.7M | Buy |
50,310
+1,332
| +3% | +$468K | 4.76% | 4 |
|
|
2022
Q3 | $16.1M | Buy |
48,978
+1,628
| +3% | +$534K | 4.84% | 3 |
|
|
2022
Q2 | $16.4M | Sell |
47,350
-2,571
| -5% | -$892K | 4.84% | 3 |
|
|
2022
Q1 | $20.7M | Buy |
49,921
+852
| +2% | +$354K | 5.05% | 3 |
|
|
2021
Q4 | $21.5M | Sell |
49,069
-350
| -0.7% | -$153K | 5.2% | 2 |
|
|
2021
Q3 | $19.5M | Sell |
49,419
-377
| -0.8% | -$149K | 4.99% | 2 |
|
|
2021
Q2 | $19.6M | Sell |
49,796
-3,392
| -6% | -$1.33M | 5.04% | 3 |
|
|
2021
Q1 | $19.4M | Sell |
53,188
-296
| -0.6% | -$108K | 5.42% | 3 |
|
|
2020
Q4 | $19.2M | Buy |
+53,484
| New | +$19.2M | 5.22% | 3 |
|