HAM
Harmony 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 | $1.51M | Buy |
2,656
+107
| +4% | +$60.8K | 0.56% | 48 |
|
|
2025
Q1 | $1.31M | Sell |
2,549
-40
| -2% | -$20.6K | 0.55% | 53 |
|
|
2024
Q4 | $1.4M | Buy |
2,589
+72
| +3% | +$38.8K | 0.55% | 50 |
|
|
2024
Q3 | $1.33M | Buy |
2,517
+160
| +7% | +$84.4K | 0.49% | 53 |
|
|
2024
Q2 | $1.18M | Buy |
2,357
+686
| +41% | +$343K | 0.49% | 52 |
|
|
2024
Q1 | $803K | Buy |
1,671
+331
| +25% | +$159K | 0.33% | 75 |
|
|
2023
Q4 | $585K | Buy |
+1,340
| New | +$585K | 0.25% | 82 |
|