JPWM
Jamison Private Wealth 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 | $458K | Sell |
806
-468
| -37% | -$266K | 0.07% | 155 |
|
|
2025
Q1 | $655K | Buy |
1,274
+3
| +0.2% | +$1.54K | 0.1% | 124 |
|
|
2024
Q4 | $685K | Buy |
1,271
+65
| +5% | +$35K | 0.1% | 120 |
|
|
2024
Q3 | $636K | Buy |
1,206
+3
| +0.2% | +$1.58K | 0.1% | 126 |
|
|
2024
Q2 | $602K | Buy |
1,203
+64
| +6% | +$32K | 0.1% | 124 |
|
|
2024
Q1 | $548K | Buy |
1,139
+80
| +8% | +$38.5K | 0.09% | 130 |
|
|
2023
Q4 | $463K | Sell |
1,059
-69
| -6% | -$30.1K | 0.09% | 134 |
|
|
2023
Q3 | $443K | Buy |
+1,128
| New | +$443K | 0.09% | 132 |
|