WCG
Weaver Consulting Group’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 | $3.05M | Buy |
5,369
+2
| +0% | +$1.14K | 0.84% | 33 |
|
|
2025
Q1 | $2.76M | Buy |
5,367
+55
| +1% | +$28.3K | 0.83% | 32 |
|
|
2024
Q4 | $2.86M | Buy |
5,312
+830
| +19% | +$447K | 0.88% | 29 |
|
|
2024
Q3 | $2.37M | Buy |
4,482
+275
| +7% | +$145K | 0.75% | 36 |
|
|
2024
Q2 | $2.1M | Sell |
4,207
-254
| -6% | -$127K | 0.73% | 35 |
|
|
2024
Q1 | $2.14M | Buy |
4,461
+4
| +0.1% | +$1.92K | 0.79% | 33 |
|
|
2023
Q4 | $1.95M | Sell |
4,457
-80
| -2% | -$34.9K | 0.79% | 34 |
|
|
2023
Q3 | $1.78M | Buy |
4,537
+167
| +4% | +$65.6K | 0.8% | 31 |
|
|
2023
Q2 | $1.78M | Sell |
4,370
-45
| -1% | -$18.3K | 0.79% | 34 |
|
|
2023
Q1 | $1.66M | Buy |
4,415
+37
| +0.8% | +$13.9K | 0.76% | 33 |
|
|
2022
Q4 | $1.54M | Sell |
4,378
-249
| -5% | -$87.5K | 0.78% | 29 |
|
|
2022
Q3 | $1.52M | Sell |
4,627
-22
| -0.5% | -$7.22K | 0.87% | 29 |
|
|
2022
Q2 | $1.61M | Sell |
4,649
-321
| -6% | -$111K | 0.9% | 28 |
|
|
2022
Q1 | $2.06M | Buy |
4,970
+85
| +2% | +$35.3K | 1% | 27 |
|
|
2021
Q4 | $2.13M | Buy |
4,885
+25
| +0.5% | +$10.9K | 1.03% | 24 |
|
|
2021
Q3 | $1.92M | Sell |
4,860
-69
| -1% | -$27.2K | 1.04% | 26 |
|
|
2021
Q2 | $1.94M | Buy |
4,929
+101
| +2% | +$39.8K | 1.09% | 25 |
|
|
2021
Q1 | $1.76M | Sell |
4,828
-110
| -2% | -$40.1K | 1.08% | 25 |
|
|
2020
Q4 | $1.7M | Sell |
4,938
-46
| -0.9% | -$15.8K | 1.06% | 24 |
|
|
2020
Q3 | $1.53M | Buy |
4,984
+175
| +4% | +$53.8K | 0.88% | 23 |
|
|
2020
Q2 | $1.36M | Sell |
4,809
-184
| -4% | -$52.2K | 0.79% | 27 |
|
|
2020
Q1 | $1.18M | Sell |
4,993
-356
| -7% | -$84.3K | 0.77% | 25 |
|
|
2019
Q4 | $1.46M | Buy |
5,349
+134
| +3% | +$36.5K | 0.78% | 30 |
|
|
2019
Q3 | $1.44M | Hold |
5,215
| – | – | 0.76% | 32 |
|
|
2019
Q2 | $1.4M | Buy |
5,215
+178
| +4% | +$47.9K | 0.77% | 30 |
|
|
2019
Q1 | $1.34M | Buy |
+5,037
| New | +$1.34M | 0.38% | 49 |
|