SWA
Strata 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 | $1.2M | Buy |
2,105
+99
| +5% | +$56.2K | 0.33% | 36 |
|
|
2025
Q1 | $1.03M | Buy |
2,006
+444
| +28% | +$228K | 0.32% | 38 |
|
|
2024
Q4 | $842K | Buy |
1,562
+264
| +20% | +$142K | 0.26% | 41 |
|
|
2024
Q3 | $685K | Buy |
1,298
+293
| +29% | +$155K | 0.22% | 42 |
|
|
2024
Q2 | $503K | Buy |
1,005
+95
| +10% | +$47.5K | 0.17% | 45 |
|
|
2024
Q1 | $437K | Buy |
910
+251
| +38% | +$121K | 0.15% | 48 |
|
|
2023
Q4 | $288K | Buy |
659
+91
| +16% | +$39.7K | 0.11% | 57 |
|
|
2023
Q3 | $223K | Buy |
+568
| New | +$223K | 0.11% | 51 |
|