WAM
WFA Asset Management’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 | $134K | Buy |
269
+18
| +7% | +$8.99K | 0.08% | 64 |
|
|
2025
Q1 | $121K | Sell |
251
-13
| -5% | -$6.24K | 0.06% | 71 |
|
|
2024
Q4 | $142K | Sell |
264
-13
| -5% | -$7.01K | 0.08% | 70 |
|
|
2024
Q3 | $146K | Buy |
277
+8
| +3% | +$4.22K | 0.08% | 65 |
|
|
2024
Q2 | $134K | Buy |
269
+18
| +7% | +$8.99K | 0.08% | 64 |
|
|
2024
Q1 | $121K | Buy |
251
+47
| +23% | +$22.6K | 0.06% | 71 |
|
|
2023
Q4 | $89.1K | Buy |
204
+1
| +0.5% | +$437 | 0.05% | 71 |
|
|
2023
Q3 | $79.7K | Buy |
203
+14
| +7% | +$5.5K | 0.05% | 79 |
|
|
2023
Q2 | $76.9K | Sell |
189
-30
| -14% | -$12.2K | 0.05% | 78 |
|
|
2023
Q1 | $82.3K | Buy |
219
+1
| +0.5% | +$376 | 0.05% | 79 |
|
|
2022
Q4 | $76.7K | Buy |
218
+123
| +129% | +$43.3K | 0.05% | 80 |
|
|
2022
Q3 | $31.3K | Buy |
95
+22
| +30% | +$7.26K | 0.02% | 106 |
|
|
2022
Q2 | $25.4K | Sell |
73
-31
| -30% | -$10.8K | 0.02% | 119 |
|
|
2022
Q1 | $43K | Buy |
104
+1
| +1% | +$414 | 0.03% | 100 |
|
|
2021
Q4 | $45.1K | Buy |
+103
| New | +$45.1K | 0.03% | 101 |
|