LWM
Lodestone 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 | $600K | Sell |
1,057
-4
| -0.4% | -$2.27K | 0.29% | 84 |
|
|
2025
Q1 | $545K | Buy |
1,061
+4
| +0.4% | +$2.06K | 0.29% | 79 |
|
|
2024
Q4 | $570K | Buy |
1,057
+6
| +0.6% | +$3.23K | 0.29% | 84 |
|
|
2024
Q3 | $555K | Sell |
1,051
-20
| -2% | -$10.6K | 0.28% | 82 |
|
|
2024
Q2 | $536K | Buy |
1,071
+9
| +0.8% | +$4.5K | 0.28% | 86 |
|
|
2024
Q1 | $511K | Sell |
1,062
-50
| -4% | -$24K | 0.27% | 91 |
|
|
2023
Q4 | $486K | Buy |
1,112
+296
| +36% | +$129K | 0.28% | 85 |
|
|
2023
Q3 | $321K | Buy |
816
+2
| +0.2% | +$786 | 0.22% | 100 |
|
|
2023
Q2 | $331K | Sell |
814
-25
| -3% | -$10.2K | 0.23% | 103 |
|
|
2023
Q1 | $315K | Buy |
839
+73
| +10% | +$27.4K | 0.24% | 102 |
|
|
2022
Q4 | $269K | Buy |
+766
| New | +$269K | 0.22% | 103 |
|