KWMG LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

KWMG LLC’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$618K	Buy	900 +19	+2%	+$12.7K	0.04%	108
2026 Q1	$526K	Buy	881 +163	+23%	+$102K	0.04%	114
2025 Q4	$450K	Buy	+718	New	+$446K	0.04%	125
2023 Q2	–	Sell	-537	Closed	-$202K	–	140
2023 Q1	$202K	Sell	537 -122	-19%	-$44.7K	0.03%	138
2022 Q4	$231K	Buy	+659	New	+$233K	0.03%	133
2019 Q4	–	Sell	-874	Closed	-$238K	–	118
2019 Q3	$238K	Hold	874	–	–	0.06%	105
2019 Q2	$235K	Sell	874 -7	-0.8%	-$1.85K	0.06%	105
2019 Q1	$229K	Sell	881 -32	-4%	-$7.99K	0.06%	108
2018 Q4	$210K	Buy	913 +660	+261%	+$163K	0.06%	117
2018 Q3	$68K	Hold	253	–	–	0.02%	144
2018 Q2	$63K	Buy	+253	New	+$62.8K	0.02%	145

Other funds holding VOO

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return