Wealth Enhancement Advisory Services’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 | $503M | Buy |
875,114
+67,423
| +8% | +$38.8M | 0.83% | 19 |
|
|
2025
Q1 | $415M | Buy |
807,691
+7,255
| +0.9% | +$3.73M | 0.79% | 19 |
|
|
2024
Q4 | $431M | Buy |
800,436
+32,099
| +4% | +$17.3M | 0.83% | 19 |
|
|
2024
Q3 | $405M | Buy |
768,337
+31,227
| +4% | +$16.5M | 0.87% | 17 |
|
|
2024
Q2 | $369M | Buy |
737,110
+379,677
| +106% | +$190M | 0.88% | 18 |
|
|
2024
Q1 | $172M | Buy |
357,433
+66,126
| +23% | +$31.8M | 0.44% | 40 |
|
|
2023
Q4 | $127M | Buy |
291,307
+26,993
| +10% | +$11.8M | 0.37% | 55 |
|
|
2023
Q3 | $104M | Buy |
264,314
+253,770
| +2,407% | +$99.7M | 0.34% | 63 |
|
|
2023
Q2 | $4.29M | Sell |
10,544
-146
| -1% | -$59.5K | 0.05% | 142 |
|
|
2023
Q1 | $4.02M | Buy |
10,690
+5,516
| +107% | +$2.07M | 0.05% | 150 |
|
|
2022
Q4 | $1.91M | Sell |
5,174
-195
| -4% | -$71.8K | 0.02% | 177 |
|
|
2022
Q3 | $1.79M | Buy |
5,369
+714
| +15% | +$238K | 0.03% | 180 |
|
|
2022
Q2 | $1.66M | Sell |
4,655
-271
| -6% | -$96.8K | 0.02% | 213 |
|
|
2022
Q1 | $2.07M | Sell |
4,926
-257
| -5% | -$108K | 0.03% | 190 |
|
|
2021
Q4 | $2.14M | Buy |
5,183
+2,693
| +108% | +$1.11M | 0.03% | 169 |
|
|
2021
Q3 | $1.04M | Buy |
2,490
+3
| +0.1% | +$1.26K | 0.02% | 211 |
|
|
2021
Q2 | $994K | Buy |
2,487
+34
| +1% | +$13.6K | 0.02% | 197 |
|
|
2021
Q1 | $916K | Buy |
2,453
+225
| +10% | +$84K | 0.02% | 202 |
|
|
2020
Q4 | $770K | Buy |
2,228
+590
| +36% | +$204K | 0.02% | 181 |
|
|
2020
Q3 | $530K | Buy |
1,638
+4
| +0.2% | +$1.29K | 0.01% | 188 |
|
|
2020
Q2 | $491K | Buy |
1,634
+854
| +109% | +$257K | 0.01% | 188 |
|
|
2020
Q1 | $205K | Buy |
+780
| New | +$205K | 0.01% | 209 |
|