SWA
Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.3M | Buy |
31,419
+1,707
| +6% | +$670K | 6.07% | 3 |
|
|
2023
Q2 | $12.1M | Buy |
29,712
+1,573
| +6% | +$641K | 5.86% | 3 |
|
|
2023
Q1 | $10.6M | Buy |
28,139
+4,701
| +20% | +$1.77M | 5.65% | 3 |
|
|
2022
Q4 | $8.23M | Buy |
23,438
+2,158
| +10% | +$758K | 3.14% | 3 |
|
|
2022
Q3 | $6.99M | Buy |
21,280
+3,013
| +16% | +$989K | 2.84% | 3 |
|
|
2022
Q2 | $6.34M | Buy |
18,267
+3,060
| +20% | +$1.06M | 2.52% | 8 |
|
|
2022
Q1 | $6.31M | Buy |
15,207
+3,964
| +35% | +$1.65M | 2.17% | 9 |
|
|
2021
Q4 | $4.91M | Buy |
11,243
+4,118
| +58% | +$1.8M | 1.64% | 12 |
|
|
2021
Q3 | $2.81M | Buy |
7,125
+1,060
| +17% | +$418K | 1.04% | 21 |
|
|
2021
Q2 | $2.39M | Buy |
6,065
+3,171
| +110% | +$1.25M | 0.87% | 25 |
|
|
2021
Q1 | $1.05M | Buy |
2,894
+2,159
| +294% | +$787K | 0.41% | 45 |
|
|
2020
Q4 | $253K | Buy |
735
+1
| +0.1% | +$344 | 0.11% | 133 |
|
|
2020
Q3 | $226K | Sell |
734
-48
| -6% | -$14.8K | 0.11% | 133 |
|
|
2020
Q2 | $222K | Buy |
782
+392
| +101% | +$111K | 0.12% | 132 |
|
|
2020
Q1 | $92.4K | Buy |
390
+75
| +24% | +$17.8K | 0.06% | 201 |
|
|
2019
Q4 | $93.2K | Hold |
315
| – | – | 0.05% | 221 |
|
|
2019
Q3 | $85.9K | Buy |
+315
| New | +$85.9K | 0.05% | 227 |
|