WPA
Winning Points Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,933
| Closed | -$727K | – | 45 |
|
|
2023
Q1 | $727K | Hold |
1,933
| – | – | 0.8% | 24 |
|
|
2022
Q4 | $679K | Hold |
1,933
| – | – | 0.87% | 26 |
|
|
2022
Q3 | $658K | Hold |
1,933
| – | – | 0.8% | 26 |
|
|
2022
Q2 | $670K | Hold |
1,933
| – | – | 0.74% | 29 |
|
|
2022
Q1 | $803K | Buy |
+1,933
| New | +$803K | 0.62% | 33 |
|
|
2021
Q4 | – | Sell |
-1,933
| Closed | -$762K | – | 79 |
|
|
2021
Q3 | $762K | Hold |
1,933
| – | – | 0.56% | 34 |
|
|
2021
Q2 | $761K | Hold |
1,933
| – | – | 0.57% | 35 |
|
|
2021
Q1 | $704K | Buy |
1,933
+426
| +28% | +$155K | 0.53% | 39 |
|
|
2020
Q4 | $518K | Buy |
1,507
+457
| +44% | +$157K | 0.42% | 40 |
|
|
2020
Q3 | $323K | Buy |
+1,050
| New | +$323K | 0.28% | 43 |
|