WANY
Wealthspire Advisors (New York)’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 | $1.31B | Sell |
2,311,300
-40,256
| -2% | -$22.9M | 7.38% | 2 |
|
|
2025
Q1 | $1.21B | Buy |
2,351,556
+1,180,040
| +101% | +$606M | 7.22% | 2 |
|
|
2024
Q4 | $631M | Buy |
1,171,516
+7,949
| +0.7% | +$4.28M | 6.27% | 2 |
|
|
2024
Q3 | $614M | Buy |
1,163,567
+7,204
| +0.6% | +$3.8M | 6.25% | 2 |
|
|
2024
Q2 | $578M | Buy |
1,156,363
+31,288
| +3% | +$15.6M | 7.41% | 2 |
|
|
2024
Q1 | $541M | Sell |
1,125,075
-18,565
| -2% | -$8.92M | 7.21% | 2 |
|
|
2023
Q4 | $500M | Buy |
1,143,640
+28,938
| +3% | +$12.6M | 7.1% | 2 |
|
|
2023
Q3 | $438M | Buy |
1,114,702
+28,531
| +3% | +$11.2M | 7.23% | 2 |
|
|
2023
Q2 | $442M | Sell |
1,086,171
-7,197
| -0.7% | -$2.93M | 7.23% | 2 |
|
|
2023
Q1 | $411M | Buy |
1,093,368
+23,823
| +2% | +$8.96M | 7.06% | 3 |
|
|
2022
Q4 | $376M | Sell |
1,069,545
-5,174
| -0.5% | -$1.82M | 6.84% | 3 |
|
|
2022
Q3 | $353M | Buy |
1,074,719
+25,968
| +2% | +$8.53M | 7.37% | 3 |
|
|
2022
Q2 | $364M | Buy |
1,048,751
+6,613
| +0.6% | +$2.29M | 7.61% | 3 |
|
|
2022
Q1 | $433M | Buy |
1,042,138
+22,117
| +2% | +$9.18M | 9.73% | 3 |
|
|
2021
Q4 | $445M | Sell |
1,020,021
-1,950
| -0.2% | -$851K | 9.85% | 2 |
|
|
2021
Q3 | $403M | Sell |
1,021,971
-34,998
| -3% | -$13.8M | 8.36% | 2 |
|
|
2021
Q2 | $416M | Sell |
1,056,969
-7,430
| -0.7% | -$2.92M | 10.93% | 2 |
|
|
2021
Q1 | $388M | Buy |
1,064,399
+21,861
| +2% | +$7.96M | 9.2% | 2 |
|
|
2020
Q4 | $358M | Buy |
1,042,538
+441,094
| +73% | +$152M | 10.66% | 1 |
|
|
2020
Q3 | $185M | Sell |
601,444
-17,698
| -3% | -$5.44M | 11% | 1 |
|
|
2020
Q2 | $175M | Sell |
619,142
-464,189
| -43% | -$132M | 12.22% | 1 |
|
|
2020
Q1 | $257M | Buy |
1,083,331
+427,636
| +65% | +$101M | 10.75% | 1 |
|
|
2019
Q4 | $194M | Sell |
655,695
-11,086
| -2% | -$3.28M | 14.12% | 2 |
|
|
2019
Q3 | $182M | Sell |
666,781
-11,017
| -2% | -$3M | 14.88% | 3 |
|
|
2019
Q2 | $182M | Sell |
677,798
-19,984
| -3% | -$5.38M | 15.89% | 2 |
|
|
2019
Q1 | $181M | Sell |
697,782
-35,995
| -5% | -$9.34M | 16.79% | 2 |
|
|
2018
Q4 | $169M | Buy |
+733,777
| New | +$169M | 16.25% | 2 |
|