SWA
Strategies Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Buy |
31,760
+19
| +0.1% | +$3.59K | 0.65% | 21 |
|
|
2025
Q1 | $5.85M | Buy |
31,741
+18
| +0.1% | +$3.32K | 0.71% | 21 |
|
|
2024
Q4 | $5.99M | Buy |
31,723
+32
| +0.1% | +$6.04K | 0.75% | 18 |
|
|
2024
Q3 | $6.04M | Buy |
31,691
+22
| +0.1% | +$4.2K | 0.81% | 19 |
|
|
2024
Q2 | $5.57M | Hold |
31,669
| – | – | 0.81% | 18 |
|
|
2024
Q1 | $5.72M | Sell |
31,669
-2
| -0% | -$361 | 0.88% | 18 |
|
|
2023
Q4 | $5.32M | Sell |
31,671
-59
| -0.2% | -$9.91K | 0.91% | 18 |
|
|
2023
Q3 | $4.72M | Sell |
31,730
-47
| -0.1% | -$6.99K | 0.93% | 20 |
|
|
2023
Q2 | $4.95M | Hold |
31,777
| – | – | 1.01% | 19 |
|
|
2023
Q1 | $4.66M | Sell |
31,777
-855
| -3% | -$125K | 1.03% | 19 |
|
|
2022
Q4 | $4.57M | Buy |
+32,632
| New | +$4.57M | 1.13% | 19 |
|
|
2022
Q2 | $4.28M | Buy |
32,216
+235
| +0.7% | +$31.2K | 1.23% | 17 |
|
|
2022
Q1 | $4.82M | Sell |
31,981
-177
| -0.6% | -$26.7K | 1.29% | 15 |
|
|
2021
Q4 | $4.87M | Buy |
+32,158
| New | +$4.87M | 1.37% | 16 |
|