SWM
SVA Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.03M | Buy |
8,804
+970
| +12% | +$333K | 0.26% | 74 |
|
|
2020
Q3 | $2.41M | Buy |
7,834
+1
| +0% | +$308 | 0.24% | 83 |
|
|
2020
Q2 | $2.22M | Sell |
7,833
-2,838
| -27% | -$804K | 0.24% | 83 |
|
|
2020
Q1 | $2.53M | Sell |
10,671
-288
| -3% | -$68.2K | 0.29% | 64 |
|
|
2019
Q4 | $3.24M | Sell |
10,959
-81
| -0.7% | -$24K | 0.3% | 70 |
|
|
2019
Q3 | $3.01M | Sell |
11,040
-54
| -0.5% | -$14.7K | 0.3% | 71 |
|
|
2019
Q2 | $2.99M | Sell |
11,094
-63
| -0.6% | -$17K | 0.29% | 72 |
|
|
2019
Q1 | $2.9M | Sell |
11,157
-1,811
| -14% | -$470K | 0.28% | 79 |
|
|
2018
Q4 | $2.98M | Sell |
12,968
-1,284
| -9% | -$295K | 0.34% | 69 |
|
|
2018
Q3 | $3.81M | Sell |
14,252
-693
| -5% | -$185K | 0.39% | 60 |
|
|
2018
Q2 | $3.73M | Sell |
14,945
-2,117
| -12% | -$528K | 0.4% | 59 |
|
|
2018
Q1 | $3.94M | Buy |
17,062
+1,804
| +12% | +$416K | 0.49% | 56 |
|
|
2017
Q4 | $3.74M | Sell |
15,258
-1,804
| -11% | -$443K | 0.44% | 61 |
|
|
2017
Q3 | $3.94M | Sell |
17,062
-407
| -2% | -$93.9K | 0.49% | 56 |
|
|
2017
Q2 | $3.88M | Buy |
17,469
+1,637
| +10% | +$363K | 0.5% | 58 |
|
|
2017
Q1 | $3.43M | Sell |
15,832
-9
| -0.1% | -$1.95K | 0.46% | 64 |
|
|
2016
Q4 | $3.25M | Buy |
15,841
+3,410
| +27% | +$700K | 0.48% | 66 |
|
|
2016
Q3 | $2.47M | Buy |
12,431
+1,144
| +10% | +$227K | 0.38% | 74 |
|
|
2016
Q2 | $2.17M | Buy |
11,287
+2,176
| +24% | +$418K | 0.35% | 80 |
|
|
2016
Q1 | $1.72M | Buy |
9,111
+1,265
| +16% | +$239K | 0.28% | 84 |
|
|
2015
Q4 | $1.47M | Buy |
7,846
+470
| +6% | +$87.9K | 0.25% | 96 |
|
|
2015
Q3 | $1.3M | Buy |
7,376
+209
| +3% | +$36.7K | 0.24% | 102 |
|
|
2015
Q2 | $1.35M | Buy |
7,167
+991
| +16% | +$187K | 0.25% | 99 |
|
|
2015
Q1 | $1.17M | Buy |
6,176
+1,953
| +46% | +$369K | 0.21% | 108 |
|
|
2014
Q4 | $796K | Buy |
+4,223
| New | +$796K | 0.29% | 80 |
|