HWP
Highline Wealth Partners’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 | $19.9M | Buy |
35,121
+589
| +2% | +$335K | 5.9% | 4 |
|
|
2025
Q1 | $17.7M | Buy |
34,532
+183
| +0.5% | +$94K | 5.97% | 3 |
|
|
2024
Q4 | $18.5M | Buy |
34,349
+2,174
| +7% | +$1.17M | 6.04% | 3 |
|
|
2024
Q3 | $17M | Buy |
32,175
+133
| +0.4% | +$70.2K | 5.68% | 4 |
|
|
2024
Q2 | $16M | Buy |
32,042
+1,662
| +5% | +$831K | 6.04% | 2 |
|
|
2024
Q1 | $14.6M | Buy |
30,380
+4,743
| +19% | +$2.28M | 5.95% | 3 |
|
|
2023
Q4 | $11.2M | Buy |
25,637
+1,272
| +5% | +$556K | 5.43% | 2 |
|
|
2023
Q3 | $9.57M | Buy |
24,365
+1,690
| +7% | +$664K | 5.91% | 2 |
|
|
2023
Q2 | $9.23M | Buy |
22,675
+871
| +4% | +$355K | 5.81% | 2 |
|
|
2023
Q1 | $8.2M | Sell |
21,804
-241
| -1% | -$90.6K | 5.6% | 1 |
|
|
2022
Q4 | $7.75M | Sell |
22,045
-3,105
| -12% | -$1.09M | 5.71% | 2 |
|
|
2022
Q3 | $8.26M | Buy |
+25,150
| New | +$8.26M | 6.71% | 2 |
|