WA
Wealth Architects’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 | $3.12M | Buy |
5,492
+646
| +13% | +$367K | 0.32% | 49 |
|
|
2025
Q1 | $2.49M | Buy |
4,846
+685
| +16% | +$352K | 0.27% | 52 |
|
|
2024
Q4 | $2.24M | Buy |
4,161
+616
| +17% | +$332K | 0.25% | 55 |
|
|
2024
Q3 | $1.87M | Sell |
3,545
-8
| -0.2% | -$4.22K | 0.21% | 57 |
|
|
2024
Q2 | $1.78M | Buy |
3,553
+2,008
| +130% | +$1M | 0.22% | 57 |
|
|
2024
Q1 | $743K | Hold |
1,545
| – | – | 0.1% | 95 |
|
|
2023
Q4 | $675K | Sell |
1,545
-457
| -23% | -$200K | 0.09% | 94 |
|
|
2023
Q3 | $786K | Buy |
2,002
+500
| +33% | +$196K | 0.13% | 78 |
|
|
2023
Q2 | $612K | Hold |
1,502
| – | – | 0.1% | 89 |
|
|
2023
Q1 | $565K | Hold |
1,502
| – | – | 0.1% | 89 |
|
|
2022
Q4 | $528K | Sell |
1,502
-55
| -4% | -$19.3K | 0.1% | 94 |
|
|
2022
Q3 | $511K | Hold |
1,557
| – | – | 0.11% | 89 |
|
|
2022
Q2 | $540K | Sell |
1,557
-413
| -21% | -$143K | 0.11% | 96 |
|
|
2022
Q1 | $818K | Buy |
1,970
+744
| +61% | +$309K | 0.14% | 63 |
|
|
2021
Q4 | $535K | Buy |
1,226
+1
| +0.1% | +$436 | 0.09% | 103 |
|
|
2021
Q3 | $483K | Buy |
1,225
+1
| +0.1% | +$394 | 0.09% | 104 |
|
|
2021
Q2 | $481K | Buy |
1,224
+13
| +1% | +$5.11K | 0.09% | 96 |
|
|
2021
Q1 | $441K | Buy |
+1,211
| New | +$441K | 0.1% | 90 |
|
|
2016
Q1 | – | Sell |
-1,149
| Closed | -$215K | – | 125 |
|
|
2015
Q4 | $215K | Buy |
+1,149
| New | +$215K | 0.11% | 106 |
|
|
2015
Q2 | – | Sell |
-2,900
| Closed | -$549K | – | 118 |
|
|
2015
Q1 | $549K | Hold |
2,900
| – | – | 0.32% | 44 |
|
|
2014
Q4 | $546K | Buy |
+2,900
| New | +$546K | 0.32% | 43 |
|