JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.72M | Sell |
3,443
-227
| -6% | -$114K | 0.36% | 34 |
|
|
2024
Q1 | $1.76M | Sell |
3,670
-167
| -4% | -$80.3K | 0.38% | 33 |
|
|
2023
Q4 | $1.68M | Buy |
3,837
+458
| +14% | +$200K | 0.4% | 27 |
|
|
2023
Q3 | $1.33M | Buy |
3,379
+1
| +0% | +$394 | 0.35% | 30 |
|
|
2023
Q2 | $1.38M | Buy |
3,378
+23
| +0.7% | +$9.39K | 0.38% | 26 |
|
|
2023
Q1 | $1.27M | Buy |
3,355
+25
| +0.8% | +$9.48K | 0.36% | 29 |
|
|
2022
Q4 | $1.21M | Sell |
3,330
-7
| -0.2% | -$2.55K | 0.34% | 32 |
|
|
2022
Q3 | $1.1M | Sell |
3,337
-1,015
| -23% | -$336K | 0.36% | 31 |
|
|
2022
Q2 | $1.65M | Buy |
4,352
+1,539
| +55% | +$583K | 0.49% | 24 |
|
|
2022
Q1 | $1.17M | Sell |
2,813
-15
| -0.5% | -$6.23K | 0.32% | 31 |
|
|
2021
Q4 | $1.24M | Buy |
2,828
+1,323
| +88% | +$578K | 0.37% | 28 |
|
|
2021
Q3 | $594K | Buy |
1,505
+197
| +15% | +$77.8K | 0.21% | 38 |
|
|
2021
Q2 | $515K | Buy |
1,308
+185
| +16% | +$72.8K | 0.19% | 41 |
|
|
2021
Q1 | $409K | Hold |
1,123
| – | – | 0.16% | 42 |
|
|
2020
Q4 | $386K | Sell |
1,123
-115
| -9% | -$39.5K | 0.19% | 36 |
|
|
2020
Q3 | $381K | Sell |
1,238
-14
| -1% | -$4.31K | 0.2% | 31 |
|
|
2020
Q2 | $355K | Sell |
1,252
-78
| -6% | -$22.1K | 0.2% | 29 |
|
|
2020
Q1 | $315K | Sell |
1,330
-367
| -22% | -$86.9K | 0.18% | 28 |
|
|
2019
Q4 | $502K | Sell |
1,697
-100
| -6% | -$29.6K | 0.23% | 26 |
|
|
2019
Q3 | $490K | Buy |
1,797
+68
| +4% | +$18.5K | 0.22% | 26 |
|
|
2019
Q2 | $465K | Buy |
1,729
+744
| +76% | +$200K | 0.22% | 26 |
|
|
2019
Q1 | $256K | Hold |
985
| – | – | 0.12% | 33 |
|
|
2018
Q4 | $226K | Buy |
985
+642
| +187% | +$147K | 0.11% | 37 |
|
|
2018
Q3 | $92K | Hold |
343
| – | – | 0.05% | 52 |
|
|
2018
Q2 | $86K | Buy |
+343
| New | +$86K | 0.05% | 56 |
|