JWM
Jessup 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 | $1.02M | Sell |
1,787
-27
| -1% | -$15.3K | 0.41% | 38 |
|
|
2025
Q1 | $932K | Buy |
1,814
+343
| +23% | +$176K | 0.39% | 37 |
|
|
2024
Q4 | $793K | Buy |
1,471
+251
| +21% | +$135K | 0.34% | 36 |
|
|
2024
Q3 | $644K | Sell |
1,220
-1,976
| -62% | -$1.04M | 0.3% | 35 |
|
|
2024
Q2 | $1.6M | Sell |
3,196
-86
| -3% | -$43K | 0.68% | 30 |
|
|
2024
Q1 | $1.58M | Buy |
3,282
+360
| +12% | +$173K | 0.68% | 33 |
|
|
2023
Q4 | $1.28M | Buy |
2,922
+2,303
| +372% | +$1.01M | 0.64% | 29 |
|
|
2023
Q3 | $243K | Sell |
619
-23
| -4% | -$9.04K | 0.14% | 47 |
|
|
2023
Q2 | $262K | Buy |
642
+35
| +6% | +$14.3K | 0.14% | 56 |
|
|
2023
Q1 | $228K | Buy |
607
+26
| +4% | +$9.77K | 0.14% | 62 |
|
|
2022
Q4 | $204K | Buy |
+581
| New | +$204K | 0.13% | 59 |
|