EWS
Eagle Wealth Strategies’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 | $37.2M | Buy |
65,569
+241
| +0.4% | +$137K | 20.83% | 1 |
|
2025
Q1 | $33.6M | Sell |
65,328
-3,883
| -6% | -$2M | 20.61% | 1 |
|
2024
Q4 | $37.3M | Sell |
69,211
-687
| -1% | -$370K | 27.01% | 1 |
|
2024
Q3 | $36.9M | Sell |
69,898
-307
| -0.4% | -$162K | 26.9% | 1 |
|
2024
Q2 | $35.1M | Buy |
70,205
+672
| +1% | +$336K | 28.39% | 1 |
|
2024
Q1 | $33.4M | Sell |
69,533
-21,623
| -24% | -$10.4M | 27.12% | 1 |
|
2023
Q4 | $39.8M | Buy |
+91,156
| New | +$39.8M | 24.02% | 1 |
|