KWMG
King 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 | $1.49M | Buy |
2,618
+564
| +27% | +$320K | 0.2% | 49 |
|
|
2025
Q1 | $1.06M | Buy |
2,054
+2
| +0.1% | +$1.03K | 0.16% | 60 |
|
|
2024
Q4 | $1.11M | Buy |
2,052
+17
| +0.8% | +$9.16K | 0.16% | 60 |
|
|
2024
Q3 | $1.07M | Buy |
2,035
+75
| +4% | +$39.6K | 0.17% | 60 |
|
|
2024
Q2 | $980K | Hold |
1,960
| – | – | 0.16% | 63 |
|
|
2024
Q1 | $942K | Hold |
1,960
| – | – | 0.17% | 65 |
|
|
2023
Q4 | $856K | Buy |
1,960
+182
| +10% | +$79.5K | 0.17% | 63 |
|
|
2023
Q3 | $698K | Buy |
1,778
+995
| +127% | +$391K | 0.15% | 63 |
|
|
2023
Q2 | $319K | Sell |
783
-15
| -2% | -$6.11K | 0.06% | 108 |
|
|
2023
Q1 | $300K | Buy |
798
+219
| +38% | +$82.3K | 0.07% | 113 |
|
|
2022
Q4 | $203K | Buy |
+579
| New | +$203K | 0.05% | 132 |
|
|
2022
Q2 | – | Sell |
-832
| Closed | -$345K | – | 183 |
|
|
2022
Q1 | $345K | Hold |
832
| – | – | 0.07% | 124 |
|
|
2021
Q4 | $363K | Hold |
832
| – | – | 0.07% | 121 |
|
|
2021
Q3 | $328K | Sell |
832
-21
| -2% | -$8.28K | 0.07% | 131 |
|
|
2021
Q2 | $336K | Hold |
853
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $311K | Hold |
853
| – | – | 0.07% | 126 |
|
|
2020
Q4 | $293K | Hold |
853
| – | – | 0.07% | 127 |
|
|
2020
Q3 | $262K | Hold |
853
| – | – | 0.07% | 130 |
|
|
2020
Q2 | $242K | Hold |
853
| – | – | 0.07% | 128 |
|
|
2020
Q1 | $202K | Hold |
853
| – | – | 0.09% | 127 |
|
|
2019
Q4 | $252K | Hold |
853
| – | – | 0.07% | 123 |
|
|
2019
Q3 | $233K | Hold |
853
| – | – | 0.07% | 124 |
|
|
2019
Q2 | $230K | Sell |
853
-362
| -30% | -$97.6K | 0.07% | 121 |
|
|
2019
Q1 | $315K | Buy |
+1,215
| New | +$315K | 0.1% | 95 |
|