JWM
JPL 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 | $2.73M | Sell |
4,812
-164
| -3% | -$93.2K | 0.74% | 62 |
|
|
2025
Q1 | $2.56M | Buy |
4,976
+563
| +13% | +$289K | 0.73% | 64 |
|
|
2024
Q4 | $2.38M | Buy |
+4,413
| New | +$2.38M | 0.68% | 64 |
|
|
2024
Q2 | $2.81M | Buy |
5,618
+2,979
| +113% | +$1.49M | 1.38% | 26 |
|
|
2024
Q1 | $1.27M | Buy |
2,639
+1,761
| +201% | +$847K | 0.7% | 64 |
|
|
2023
Q4 | $384K | Buy |
+878
| New | +$384K | 0.28% | 82 |
|