WWA
WCG Wealth 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
Q1 | – | Sell |
-10,109
| Closed | -$5.45M | – | 328 |
|
|
2024
Q4 | $5.45M | Sell |
10,109
-343
| -3% | -$185K | 0.36% | 85 |
|
|
2024
Q3 | $5.52M | Sell |
10,452
-99
| -0.9% | -$52.2K | 0.37% | 83 |
|
|
2024
Q2 | $5.28M | Buy |
+10,551
| New | +$5.28M | 0.39% | 74 |
|
|
2024
Q1 | – | Sell |
-31,234
| Closed | -$13.6M | – | 310 |
|
|
2023
Q4 | $13.6M | Sell |
31,234
-1,240
| -4% | -$542K | 1% | 30 |
|
|
2023
Q3 | $12.8M | Buy |
+32,474
| New | +$12.8M | 0.94% | 29 |
|
|
2022
Q4 | – | Sell |
-4,077
| Closed | -$1.81M | – | 276 |
|
|
2022
Q3 | $1.81M | Buy |
4,077
+639
| +19% | +$284K | 0.24% | 83 |
|
|
2022
Q2 | $1.19M | Buy |
+3,438
| New | +$1.19M | 0.17% | 105 |
|