WAM
Walker Asset 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 | $1.21M | Buy |
2,132
+433
| +25% | +$246K | 0.7% | 26 |
|
|
2025
Q1 | $873K | Buy |
1,699
+37
| +2% | +$19K | 0.53% | 33 |
|
|
2024
Q4 | $896K | Buy |
1,662
+155
| +10% | +$83.5K | 0.55% | 32 |
|
|
2024
Q3 | $795K | Sell |
1,507
-12
| -0.8% | -$6.33K | 0.49% | 34 |
|
|
2024
Q2 | $760K | Buy |
1,519
+6
| +0.4% | +$3K | 0.51% | 35 |
|
|
2024
Q1 | $727K | Buy |
1,513
+633
| +72% | +$304K | 0.48% | 38 |
|
|
2023
Q4 | $384K | Hold |
880
| – | – | 0.28% | 62 |
|
|
2023
Q3 | $346K | Hold |
880
| – | – | 0.31% | 55 |
|
|
2023
Q2 | $358K | Hold |
880
| – | – | 0.3% | 51 |
|
|
2023
Q1 | $331K | Buy |
880
+120
| +16% | +$45.1K | 0.29% | 54 |
|
|
2022
Q4 | $267K | Buy |
760
+24
| +3% | +$8.43K | 0.23% | 65 |
|
|
2022
Q3 | $242K | Hold |
736
| – | – | 0.22% | 63 |
|
|
2022
Q2 | $255K | Buy |
+736
| New | +$255K | 0.23% | 71 |
|
|
2022
Q1 | – | Sell |
-1,087
| Closed | -$475K | – | 98 |
|
|
2021
Q4 | $475K | Buy |
+1,087
| New | +$475K | 0.42% | 35 |
|