HWMG
Hurlow Wealth Management Group’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 | $468K | Buy |
823
+65
| +9% | +$36.9K | 0.13% | 66 |
|
|
2025
Q1 | $390K | Sell |
758
-409
| -35% | -$210K | 0.12% | 80 |
|
|
2024
Q4 | $629K | Buy |
1,167
+94
| +9% | +$50.7K | 0.2% | 50 |
|
|
2024
Q3 | $566K | Sell |
1,073
-21
| -2% | -$11.1K | 0.18% | 59 |
|
|
2024
Q2 | $547K | Hold |
1,094
| – | – | 0.19% | 56 |
|
|
2024
Q1 | $526K | Buy |
1,094
+58
| +6% | +$27.9K | 0.19% | 62 |
|
|
2023
Q4 | $453K | Sell |
1,036
-17
| -2% | -$7.43K | 0.17% | 65 |
|
|
2023
Q3 | $414K | Buy |
1,053
+490
| +87% | +$192K | 0.18% | 69 |
|
|
2023
Q2 | $229K | Hold |
563
| – | – | 0.1% | 98 |
|
|
2023
Q1 | $212K | Buy |
+563
| New | +$212K | 0.1% | 100 |
|