WFA
Wipfli Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.42M | Buy |
4,304
+2,073
| +93% | +$683K | 0.1% | 87 |
|
|
2022
Q2 | $774K | Sell |
2,231
-1,194
| -35% | -$414K | 0.08% | 43 |
|
|
2022
Q1 | $1.42M | Buy |
3,425
+838
| +32% | +$348K | 0.14% | 33 |
|
|
2021
Q4 | $1.13M | Buy |
2,587
+1,554
| +150% | +$679K | 0.13% | 19 |
|
|
2021
Q3 | $408K | Sell |
1,033
-72
| -7% | -$28.4K | 0.05% | 33 |
|
|
2021
Q2 | $435K | Sell |
1,105
-565
| -34% | -$222K | 0.06% | 30 |
|
|
2021
Q1 | $609K | Buy |
1,670
+135
| +9% | +$49.2K | 0.33% | 17 |
|
|
2020
Q4 | $528K | Buy |
+1,535
| New | +$528K | 0.31% | 20 |
|