AWM
Ameliora Wealth Management’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 | $1.15M | Buy |
2,030
+223
| +12% | +$127K | 0.41% | 41 |
|
|
2025
Q1 | $929K | Sell |
1,807
-1,258
| -41% | -$646K | 0.35% | 42 |
|
|
2024
Q4 | $1.65M | Sell |
3,065
-365
| -11% | -$197K | 0.62% | 35 |
|
|
2024
Q3 | $1.81M | Buy |
3,430
+1,805
| +111% | +$952K | 0.75% | 32 |
|
|
2024
Q2 | $813K | Buy |
1,625
+100
| +7% | +$50K | 0.37% | 46 |
|
|
2024
Q1 | $733K | Buy |
1,525
+1,100
| +259% | +$529K | 0.33% | 49 |
|
|
2023
Q4 | $186K | Buy |
+425
| New | +$186K | 0.09% | 79 |
|
|
2023
Q3 | – | Sell |
-290
| Closed | -$108K | – | 220 |
|
|
2023
Q2 | $108K | Hold |
290
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $108K | Sell |
290
-420
| -59% | -$156K | 0.06% | 104 |
|
|
2022
Q4 | $249K | Buy |
+710
| New | +$249K | 0.13% | 62 |
|
|
2022
Q3 | – | Sell |
-782
| Closed | -$271K | – | 236 |
|
|
2022
Q2 | $271K | Hold |
782
| – | – | 0.32% | 31 |
|
|
2022
Q1 | $298K | Buy |
782
+515
| +193% | +$196K | 0.2% | 34 |
|
|
2021
Q4 | $106K | Buy |
+267
| New | +$106K | 0.1% | 29 |
|