EMAM
Encompass More Asset 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 | $371K | Sell |
653
-38
| -5% | -$21.6K | 0.09% | 143 |
|
2025
Q1 | $355K | Buy |
691
+88
| +15% | +$45.3K | 0.11% | 138 |
|
2024
Q4 | $325K | Buy |
603
+13
| +2% | +$7.01K | 0.11% | 141 |
|
2024
Q3 | $311K | Buy |
+590
| New | +$311K | 0.12% | 131 |
|
2024
Q2 | – | Sell |
-426
| Closed | -$205K | – | 126 |
|
2024
Q1 | $205K | Buy |
+426
| New | +$205K | 0.17% | 96 |
|