WOSD
WFA of San Diego’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 | $513K | Buy |
+904
| New | +$513K | 0.38% | 54 |
|
|
2024
Q3 | $545K | Hold |
1,032
| – | – | 0.46% | 44 |
|
|
2024
Q2 | $516K | Buy |
+1,032
| New | +$516K | 0.46% | 46 |
|
|
2023
Q3 | $472K | Hold |
1,203
| – | – | 0.49% | 44 |
|
|
2023
Q2 | $490K | Sell |
1,203
-32
| -3% | -$13K | 0.48% | 42 |
|
|
2023
Q1 | $464K | Sell |
1,235
-29
| -2% | -$10.9K | 0.49% | 43 |
|
|
2022
Q4 | $444K | Hold |
1,264
| – | – | 0.34% | 58 |
|
|
2022
Q3 | $415K | Sell |
1,264
-272
| -18% | -$89.3K | 0.37% | 57 |
|
|
2022
Q2 | $533K | Buy |
1,536
+18
| +1% | +$6.25K | 0.46% | 47 |
|
|
2022
Q1 | $630K | Sell |
1,518
-683
| -31% | -$283K | 0.48% | 46 |
|
|
2021
Q4 | $961K | Buy |
2,201
+290
| +15% | +$127K | 0.56% | 40 |
|
|
2021
Q3 | $754K | Buy |
1,911
+187
| +11% | +$73.8K | 0.53% | 43 |
|
|
2021
Q2 | $678K | Buy |
1,724
+657
| +62% | +$258K | 0.53% | 40 |
|
|
2021
Q1 | $389K | Buy |
+1,067
| New | +$389K | 0.32% | 61 |
|