WA
Wealthstream Advisors’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 | $3.76M | Sell |
6,613
-16
| -0.2% | -$9.09K | 0.62% | 20 |
|
|
2025
Q1 | $3.41M | Buy |
6,629
+191
| +3% | +$98.2K | 0.64% | 18 |
|
|
2024
Q4 | $3.47M | Buy |
6,438
+259
| +4% | +$140K | 0.64% | 18 |
|
|
2024
Q3 | $3.26M | Buy |
6,179
+17
| +0.3% | +$8.97K | 0.59% | 19 |
|
|
2024
Q2 | $3.08M | Hold |
6,162
| – | – | 1.13% | 17 |
|
|
2024
Q1 | $2.96M | Buy |
6,162
+2
| +0% | +$961 | 1.12% | 16 |
|
|
2023
Q4 | $2.69M | Buy |
6,160
+1,809
| +42% | +$790K | 1.11% | 16 |
|
|
2023
Q3 | $1.71M | Sell |
4,351
-82
| -2% | -$32.2K | 0.88% | 19 |
|
|
2023
Q2 | $1.81M | Hold |
4,433
| – | – | 0.95% | 19 |
|
|
2023
Q1 | $1.67M | Buy |
4,433
+12
| +0.3% | +$4.51K | 1% | 18 |
|
|
2022
Q4 | $1.55M | Buy |
4,421
+28
| +0.6% | +$9.84K | 1.01% | 16 |
|
|
2022
Q3 | $1.44M | Buy |
4,393
+164
| +4% | +$53.8K | 1.55% | 12 |
|
|
2022
Q2 | $1.47M | Hold |
4,229
| – | – | 1.48% | 13 |
|
|
2022
Q1 | $1.76M | Buy |
4,229
+9
| +0.2% | +$3.74K | 1.54% | 13 |
|
|
2021
Q4 | $1.84M | Buy |
+4,220
| New | +$1.84M | 1.57% | 11 |
|