WCFA
Walkner Condon Financial Advisors’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 | $14.9M | Sell |
26,184
-2,187
| -8% | -$1.24M | 2.74% | 6 |
|
|
2025
Q1 | $14.6M | Sell |
28,371
-175
| -0.6% | -$89.9K | 2.95% | 5 |
|
|
2024
Q4 | $15.4M | Sell |
28,546
-412
| -1% | -$222K | 3.13% | 3 |
|
|
2024
Q3 | $15.3M | Buy |
28,958
+2,525
| +10% | +$1.33M | 3.12% | 4 |
|
|
2024
Q2 | $13.2M | Sell |
26,433
-1,099
| -4% | -$549K | 2.85% | 5 |
|
|
2024
Q1 | $13.2M | Buy |
27,532
+999
| +4% | +$480K | 2.81% | 5 |
|
|
2023
Q4 | $11.6M | Buy |
26,533
+2,416
| +10% | +$1.06M | 2.64% | 4 |
|
|
2023
Q3 | $9.47M | Buy |
24,117
+442
| +2% | +$174K | 2.51% | 6 |
|
|
2023
Q2 | $9.64M | Buy |
23,675
+389
| +2% | +$158K | 2.55% | 7 |
|
|
2023
Q1 | $8.76M | Buy |
23,286
+435
| +2% | +$164K | 2.45% | 7 |
|
|
2022
Q4 | $8.03M | Buy |
22,851
+865
| +4% | +$304K | 2.4% | 7 |
|
|
2022
Q3 | $7.22M | Buy |
21,986
+1,897
| +9% | +$623K | 2.33% | 8 |
|
|
2022
Q2 | $6.97M | Buy |
20,089
+1,033
| +5% | +$358K | 2.18% | 10 |
|
|
2022
Q1 | $7.91M | Sell |
19,056
-2,945
| -13% | -$1.22M | 2.25% | 9 |
|
|
2021
Q4 | $9.61M | Buy |
22,001
+213
| +1% | +$93K | 6.25% | 2 |
|
|
2021
Q3 | $8.6M | Buy |
21,788
+599
| +3% | +$236K | 4.23% | 3 |
|
|
2021
Q2 | $8.35M | Buy |
21,189
+1,982
| +10% | +$781K | 3.06% | 8 |
|
|
2021
Q1 | $7M | Buy |
19,207
+2,097
| +12% | +$764K | 2.72% | 7 |
|
|
2020
Q4 | $5.88M | Buy |
17,110
+8,223
| +93% | +$2.83M | 2.54% | 11 |
|
|
2020
Q3 | $2.73M | Buy |
+8,887
| New | +$2.73M | 1.46% | 15 |
|