W Advisors LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$758K Buy
2024
Q4
$640K Buy
2024
Q3
$508K Sell
2024
Q2
$969K Sell
2024
Q1
$1.11M Sell
2023
Q4
$1.11M Buy
2023
Q3
$892K Buy
2023
Q2
$787K Hold
2023
Q1
$727K Buy