W Advisors LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,476
| Closed | -$758K | – | 133 |
|
|
2025
Q1 | $758K | Buy |
1,476
+288
| +24% | +$148K | 0.47% | 50 |
|
|
2024
Q4 | $640K | Buy |
1,188
+226
| +23% | +$122K | 0.4% | 56 |
|
|
2024
Q3 | $508K | Sell |
962
-976
| -50% | -$515K | 0.31% | 65 |
|
|
2024
Q2 | $969K | Sell |
1,938
-371
| -16% | -$186K | 0.64% | 37 |
|
|
2024
Q1 | $1.11M | Sell |
2,309
-241
| -9% | -$116K | 0.76% | 34 |
|
|
2023
Q4 | $1.11M | Buy |
2,550
+278
| +12% | +$121K | 0.83% | 30 |
|
|
2023
Q3 | $892K | Buy |
2,272
+340
| +18% | +$134K | 0.73% | 36 |
|
|
2023
Q2 | $787K | Hold |
1,932
| – | – | 0.62% | 43 |
|
|
2023
Q1 | $727K | Buy |
+1,932
| New | +$727K | 0.6% | 44 |
|