HSWS
Higgins & Schmidt 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 | $310K | Hold |
545
| – | – | 0.17% | 44 |
|
|
2025
Q1 | $280K | Sell |
545
-1
| -0.2% | -$514 | 0.17% | 41 |
|
|
2024
Q4 | $294K | Sell |
546
-182
| -25% | -$98.1K | 0.18% | 41 |
|
|
2024
Q3 | $384K | Hold |
728
| – | – | 0.25% | 36 |
|
|
2024
Q2 | $364K | Buy |
728
+21
| +3% | +$10.5K | 0.26% | 34 |
|
|
2024
Q1 | $340K | Buy |
707
+71
| +11% | +$34.1K | 0.25% | 36 |
|
|
2023
Q4 | $278K | Buy |
+636
| New | +$278K | 0.22% | 36 |
|