HNW
High Note Wealth’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 | $369K | Hold |
650
| – | – | 0.08% | 88 |
|
|
2025
Q1 | $334K | Hold |
650
| – | – | 0.08% | 79 |
|
|
2024
Q4 | $350K | Sell |
650
-171
| -21% | -$92.1K | 0.09% | 79 |
|
|
2024
Q3 | $433K | Sell |
821
-42
| -5% | -$22.2K | 0.12% | 73 |
|
|
2024
Q2 | $432K | Sell |
863
-5
| -0.6% | -$2.5K | 0.13% | 73 |
|
|
2024
Q1 | $417K | Sell |
868
-3
| -0.3% | -$1.44K | 0.14% | 72 |
|
|
2023
Q4 | $380K | Hold |
871
| – | – | 0.14% | 71 |
|
|
2023
Q3 | $342K | Hold |
871
| – | – | 0.14% | 74 |
|
|
2023
Q2 | $355K | Hold |
871
| – | – | 0.14% | 72 |
|
|
2023
Q1 | $328K | Hold |
871
| – | – | 0.14% | 73 |
|
|
2022
Q4 | $306K | Hold |
871
| – | – | 0.13% | 78 |
|
|
2022
Q3 | $304K | Buy |
871
+42
| +5% | +$14.7K | 0.12% | 79 |
|
|
2022
Q2 | $288K | Buy |
+829
| New | +$288K | 0.11% | 82 |
|