UWM
USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
1,014
-46
| -4% | -$26.1K | 0.21% | 76 |
|
|
2025
Q1 | $545K | Sell |
1,060
-69
| -6% | -$35.5K | 0.19% | 76 |
|
|
2024
Q4 | $608K | Buy |
1,129
+11
| +1% | +$5.92K | 0.2% | 77 |
|
|
2024
Q3 | $587K | Buy |
1,118
+18
| +2% | +$9.45K | 0.21% | 76 |
|
|
2024
Q2 | $550K | Sell |
1,100
-4,676
| -81% | -$2.34M | 0.19% | 76 |
|
|
2024
Q1 | $2.78M | Buy |
5,776
+5,166
| +847% | +$2.48M | 1.05% | 32 |
|
|
2023
Q4 | $266K | Buy |
+610
| New | +$266K | 0.11% | 106 |
|
|
2019
Q3 | – | Sell |
-5,319
| Closed | -$1.43K | – | 67 |
|
|
2019
Q2 | $1.43K | Buy |
5,319
+190
| +4% | +$51 | 0.61% | 18 |
|
|
2019
Q1 | $1.33M | Buy |
5,129
+411
| +9% | +$107K | 0.95% | 16 |
|
|
2018
Q4 | $1.08M | Buy |
+4,718
| New | +$1.08M | 0.89% | 17 |
|