GJWM
Gilliland Jeter 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 | $266K | Buy |
468
+40
| +9% | +$22.7K | 0.09% | 151 |
|
|
2025
Q1 | $220K | Buy |
428
+4
| +0.9% | +$2.06K | 0.08% | 161 |
|
|
2024
Q4 | $228K | Buy |
424
+300
| +242% | +$162K | 0.08% | 158 |
|
|
2024
Q3 | $65.4K | Hold |
124
| – | – | 0.02% | 273 |
|
|
2024
Q2 | $62K | Hold |
124
| – | – | 0.02% | 266 |
|
|
2024
Q1 | $59.6K | Buy |
+124
| New | +$59.6K | 0.02% | 273 |
|