LWP
Laurel Wealth Planning’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 | $13M | Buy |
22,833
+437
| +2% | +$248K | 7.37% | 1 |
|
|
2025
Q1 | $11.5M | Buy |
22,396
+2,278
| +11% | +$1.17M | 7.65% | 1 |
|
|
2024
Q4 | $10.8M | Buy |
20,118
+510
| +3% | +$275K | 6.99% | 3 |
|
|
2024
Q3 | $10.3M | Sell |
19,608
-221
| -1% | -$117K | 6.76% | 3 |
|
|
2024
Q2 | $9.92M | Sell |
19,829
-1,254
| -6% | -$627K | 6.9% | 3 |
|
|
2024
Q1 | $10.1M | Sell |
21,083
-652
| -3% | -$313K | 6.73% | 3 |
|
|
2023
Q4 | $9.49M | Buy |
21,735
+2,574
| +13% | +$1.12M | 6.72% | 3 |
|
|
2023
Q3 | $7.53M | Buy |
19,161
+2,165
| +13% | +$850K | 5.86% | 4 |
|
|
2023
Q2 | $6.92M | Sell |
16,996
-112
| -0.7% | -$45.6K | 4.94% | 6 |
|
|
2023
Q1 | $6.43M | Sell |
17,108
-1,887
| -10% | -$710K | 4.26% | 5 |
|
|
2022
Q4 | $6.67M | Buy |
18,995
+272
| +1% | +$95.6K | 4.3% | 5 |
|
|
2022
Q3 | $6.15M | Buy |
18,723
+100
| +0.5% | +$32.8K | 4.52% | 4 |
|
|
2022
Q2 | $6.46M | Buy |
18,623
+1,388
| +8% | +$481K | 4.55% | 5 |
|
|
2022
Q1 | $7.16M | Sell |
17,235
-644
| -4% | -$267K | 4.83% | 4 |
|
|
2021
Q4 | $7.81M | Sell |
17,879
-1,448
| -7% | -$632K | 5.91% | 3 |
|
|
2021
Q3 | $7.62M | Sell |
19,327
-338
| -2% | -$133K | 6.15% | 3 |
|
|
2021
Q2 | $7.74M | Sell |
19,665
-41
| -0.2% | -$16.1K | 6.75% | 3 |
|
|
2021
Q1 | $7.18M | Buy |
19,706
+1,525
| +8% | +$556K | 6.57% | 3 |
|
|
2020
Q4 | $6.25M | Buy |
+18,181
| New | +$6.25M | 6.1% | 3 |
|