WAG
Wiser Advisor Group’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 | $4.94M | Sell |
8,693
-632
| -7% | -$359K | 8.58% | 1 |
|
|
2025
Q1 | $4.79M | Sell |
9,325
-249
| -3% | -$128K | 7.08% | 2 |
|
|
2024
Q4 | $5.16M | Sell |
9,574
-509
| -5% | -$274K | 7.5% | 2 |
|
|
2024
Q3 | $5.32M | Sell |
10,083
-391
| -4% | -$206K | 7.94% | 2 |
|
|
2024
Q2 | $5.24M | Sell |
10,474
-23
| -0.2% | -$11.5K | 8.24% | 2 |
|
|
2024
Q1 | $5.05M | Buy |
10,497
+57
| +0.5% | +$27.4K | 7.91% | 1 |
|
|
2023
Q4 | $4.56M | Buy |
+10,440
| New | +$4.56M | 7.58% | 2 |
|