WEPOG
Wealth Enhancement & Preservation of GA’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,087
| Closed | -$4.19M | – | 59 |
|
|
2022
Q1 | $4.19M | Buy |
+10,087
| New | +$4.19M | 3.23% | 9 |
|
|
2021
Q4 | – | Sell |
-22,794
| Closed | -$8.99M | – | 57 |
|
|
2021
Q3 | $8.99M | Buy |
+22,794
| New | +$8.99M | 6.92% | 4 |
|
|
2021
Q1 | – | Sell |
-15,936
| Closed | -$5.48M | – | 57 |
|
|
2020
Q4 | $5.48M | Sell |
15,936
-10,894
| -41% | -$3.74M | 4.73% | 7 |
|
|
2020
Q3 | $8.24M | Sell |
26,830
-19,444
| -42% | -$5.97M | 8.5% | 2 |
|
|
2020
Q2 | $13.1M | Buy |
+46,274
| New | +$13.1M | 16.28% | 1 |
|