WMA
West Michigan 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 | $5.86M | Sell |
10,289
-30
| -0.3% | -$17.1K | 1.65% | 13 |
|
|
2025
Q1 | $5.3M | Sell |
10,319
-198
| -2% | -$102K | 1.76% | 12 |
|
|
2024
Q4 | $5.67M | Buy |
10,517
+451
| +4% | +$243K | 1.71% | 11 |
|
|
2024
Q3 | $5.33M | Buy |
10,066
+74
| +0.7% | +$39.2K | 1.61% | 11 |
|
|
2024
Q2 | $5.02M | Sell |
9,992
-227
| -2% | -$114K | 1.6% | 11 |
|
|
2024
Q1 | $4.91M | Buy |
10,219
+955
| +10% | +$459K | 1.6% | 12 |
|
|
2023
Q4 | $4.05M | Sell |
9,264
-440
| -5% | -$192K | 1.53% | 13 |
|
|
2023
Q3 | $3.81M | Buy |
9,704
+411
| +4% | +$161K | 2.04% | 13 |
|
|
2023
Q2 | $3.78M | Buy |
9,293
+964
| +12% | +$393K | 1.51% | 14 |
|
|
2023
Q1 | $3.13M | Buy |
8,329
+774
| +10% | +$291K | 1.78% | 14 |
|
|
2022
Q4 | $2.65M | Sell |
7,555
-1,006
| -12% | -$353K | 1.93% | 14 |
|
|
2022
Q3 | $2.81M | Sell |
8,561
-507
| -6% | -$166K | 2.45% | 12 |
|
|
2022
Q2 | $3.15M | Sell |
9,068
-268
| -3% | -$93K | 2.7% | 9 |
|
|
2022
Q1 | $3.88M | Buy |
9,336
+218
| +2% | +$90.5K | 2.62% | 9 |
|
|
2021
Q4 | $3.98M | Buy |
+9,118
| New | +$3.98M | 2.97% | 7 |
|