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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$450K Buy
2023
Q2
Sell
2023
Q1
$202K Sell
2022
Q4
$231K Buy
2019
Q4
Sell
2019
Q3
$238K Hold
2019
Q2
$235K Sell
2019
Q1
$229K Sell
2018
Q4
$210K Buy
2018
Q3
$68K Hold
2018
Q2
$63K Buy