WP
WealthShield Partners’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 | $2.06M | Sell |
3,626
-84
| -2% | -$47.7K | 0.25% | 114 |
|
|
2025
Q1 | $1.91M | Sell |
3,710
-1,201
| -24% | -$617K | 0.24% | 109 |
|
|
2024
Q4 | $2.65M | Buy |
4,911
+667
| +16% | +$359K | 0.38% | 78 |
|
|
2024
Q3 | $2.24M | Buy |
4,244
+394
| +10% | +$208K | 0.3% | 100 |
|
|
2024
Q2 | $1.93M | Sell |
3,850
-20
| -0.5% | -$10K | 0.29% | 94 |
|
|
2024
Q1 | $1.86M | Buy |
3,870
+2,085
| +117% | +$1M | 0.3% | 92 |
|
|
2023
Q4 | $780K | Sell |
1,785
-1,402
| -44% | -$613K | 0.13% | 162 |
|
|
2023
Q3 | $1.26M | Sell |
3,187
-1,011
| -24% | -$398K | 0.19% | 128 |
|
|
2023
Q2 | $1.72M | Sell |
4,198
-3
| -0.1% | -$1.23K | 0.26% | 102 |
|
|
2023
Q1 | $1.58M | Buy |
4,201
+55
| +1% | +$20.7K | 0.25% | 106 |
|
|
2022
Q4 | $1.46M | Buy |
4,146
+124
| +3% | +$43.6K | 0.28% | 103 |
|
|
2022
Q3 | $1.33M | Buy |
4,022
+359
| +10% | +$118K | 0.26% | 100 |
|
|
2022
Q2 | $1.28M | Buy |
3,663
+1,138
| +45% | +$396K | 0.25% | 101 |
|
|
2022
Q1 | $1.05M | Sell |
2,525
-102
| -4% | -$42.3K | 0.17% | 142 |
|
|
2021
Q4 | $1.15M | Buy |
2,627
+1,162
| +79% | +$507K | 0.19% | 117 |
|
|
2021
Q3 | $578K | Sell |
1,465
-31,229
| -96% | -$12.3M | 0.15% | 128 |
|
|
2021
Q2 | $12.9M | Sell |
32,694
-1,287
| -4% | -$506K | 2.02% | 10 |
|
|
2021
Q1 | $12.4M | Sell |
33,981
-9,888
| -23% | -$3.6M | 2.22% | 5 |
|
|
2020
Q4 | $15.1M | Buy |
43,869
+42,657
| +3,520% | +$14.7M | 2.78% | 3 |
|
|
2020
Q3 | $373K | Sell |
1,212
-188
| -13% | -$57.9K | 0.13% | 166 |
|
|
2020
Q2 | $397K | Sell |
1,400
-330
| -19% | -$93.6K | 0.18% | 119 |
|
|
2020
Q1 | $410K | Sell |
1,730
-844
| -33% | -$200K | 0.25% | 85 |
|
|
2019
Q4 | $761K | Buy |
2,574
+590
| +30% | +$174K | 0.37% | 57 |
|
|
2019
Q3 | $541K | Hold |
1,984
| – | – | 0.29% | 79 |
|
|
2019
Q2 | $534K | Sell |
1,984
-70
| -3% | -$18.8K | 0.31% | 70 |
|
|
2019
Q1 | $533K | Buy |
2,054
+170
| +9% | +$44.1K | 0.3% | 71 |
|
|
2018
Q4 | $433K | Buy |
1,884
+121
| +7% | +$27.8K | 0.3% | 67 |
|
|
2018
Q3 | $473K | Hold |
1,763
| – | – | 0.27% | 68 |
|
|
2018
Q2 | $442K | Sell |
1,763
-473
| -21% | -$119K | 0.27% | 65 |
|
|
2018
Q1 | $541K | Sell |
2,236
-589
| -21% | -$143K | 0.34% | 53 |
|
|
2017
Q4 | $698K | Buy |
+2,825
| New | +$698K | 0.43% | 49 |
|