WAM
Wealthspire Advisors (Maryland)’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $326M | Buy |
1,060,473
+611,696
| +136% | +$188M | 11.5% | 1 |
|
|
2020
Q2 | $127M | Buy |
448,777
+16,558
| +4% | +$4.69M | 9.1% | 1 |
|
|
2020
Q1 | $99.4M | Buy |
432,219
+50,128
| +13% | +$11.5M | 8.65% | 1 |
|
|
2019
Q4 | $113M | Buy |
382,091
+33,915
| +10% | +$10M | 7.58% | 1 |
|
|
2019
Q3 | $94.9M | Sell |
348,176
-190
| -0.1% | -$51.8K | 6.94% | 1 |
|
|
2019
Q2 | $93.8M | Buy |
348,366
+12,986
| +4% | +$3.5M | 7.02% | 1 |
|
|
2019
Q1 | $87M | Buy |
335,380
+8,670
| +3% | +$2.25M | 6.56% | 1 |
|
|
2018
Q4 | $75.1M | Buy |
326,710
+43,473
| +15% | +$9.99M | 6.68% | 1 |
|
|
2018
Q3 | $75.6M | Buy |
283,237
+12,875
| +5% | +$3.44M | 6.23% | 2 |
|
|
2018
Q2 | $67.5M | Buy |
270,362
+14,249
| +6% | +$3.56M | 6.11% | 2 |
|
|
2018
Q1 | $62M | Buy |
256,113
+23,342
| +10% | +$5.65M | 5.84% | 2 |
|
|
2017
Q4 | $57.1M | Buy |
232,771
+6,890
| +3% | +$1.69M | 5.55% | 2 |
|
|
2017
Q3 | $52.1M | Buy |
225,881
+14,286
| +7% | +$3.3M | 5.68% | 1 |
|
|
2017
Q2 | $47M | Sell |
211,595
-4,922
| -2% | -$1.09M | 5.57% | 2 |
|
|
2017
Q1 | $46.8M | Sell |
216,517
-7,632
| -3% | -$1.65M | 6.66% | 1 |
|
|
2016
Q4 | $46M | Buy |
224,149
+8,103
| +4% | +$1.66M | 6.88% | 1 |
|
|
2016
Q3 | $42.9M | Buy |
216,046
+1,867
| +0.9% | +$371K | 6.69% | 2 |
|
|
2016
Q2 | $41.2M | Buy |
214,179
+16,759
| +8% | +$3.22M | 6.86% | 2 |
|
|
2016
Q1 | $37.2M | Buy |
197,420
+21,747
| +12% | +$4.1M | 6.57% | 2 |
|
|
2015
Q4 | $32.8M | Buy |
+175,673
| New | +$32.8M | 6.11% | 2 |
|