SWA
Strategies 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 | $3.58M | Sell |
6,294
-89
| -1% | -$50.6K | 0.39% | 28 |
|
|
2025
Q1 | $3.28M | Sell |
6,383
-362
| -5% | -$186K | 0.4% | 29 |
|
|
2024
Q4 | $3.75M | Sell |
6,745
-882
| -12% | -$491K | 0.47% | 24 |
|
|
2024
Q3 | $4.02M | Buy |
7,627
+48
| +0.6% | +$25.3K | 0.54% | 23 |
|
|
2024
Q2 | $3.79M | Sell |
7,579
-94
| -1% | -$47K | 0.55% | 24 |
|
|
2024
Q1 | $3.69M | Buy |
7,673
+3,453
| +82% | +$1.66M | 0.57% | 21 |
|
|
2023
Q4 | $1.84M | Sell |
4,220
-325
| -7% | -$142K | 0.31% | 33 |
|
|
2023
Q3 | $1.78M | Buy |
4,545
+298
| +7% | +$117K | 0.35% | 34 |
|
|
2023
Q2 | $1.73M | Buy |
4,247
+126
| +3% | +$51.3K | 0.35% | 34 |
|
|
2023
Q1 | $1.55M | Sell |
4,121
-69
| -2% | -$25.9K | 0.34% | 35 |
|
|
2022
Q4 | $1.47M | Buy |
+4,190
| New | +$1.47M | 0.36% | 33 |
|
|
2022
Q2 | $1.23M | Sell |
3,549
-19
| -0.5% | -$6.59K | 0.35% | 35 |
|
|
2022
Q1 | $1.48M | Buy |
3,568
+1,173
| +49% | +$487K | 0.4% | 35 |
|
|
2021
Q4 | $1.05M | Buy |
+2,395
| New | +$1.05M | 0.29% | 39 |
|