WWA
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Wingate Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Wingate Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Buy
2,606
+124
+5% +$70.4K 1.32% 29
2025
Q1 		$1.28M Buy
2,482
+314
+14% +$161K 1.47% 29
2024
Q4 		$1.17M Buy
+2,168
New +$1.17M 1.15% 25