LAS
LWM Advisory Services’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 | $333K | Hold |
587
| – | – | 0.23% | 75 |
|
|
2025
Q1 | $302K | Buy |
587
+98
| +20% | +$50.4K | 0.21% | 82 |
|
|
2024
Q4 | $263K | Hold |
489
| – | – | 0.18% | 84 |
|
|
2024
Q3 | $258K | Hold |
489
| – | – | 0.19% | 81 |
|
|
2024
Q2 | $245K | Hold |
489
| – | – | 0.21% | 73 |
|
|
2024
Q1 | $235K | Buy |
+489
| New | +$235K | 0.19% | 82 |
|
|
2023
Q2 | – | Sell |
-959
| Closed | -$361K | – | 85 |
|
|
2023
Q1 | $361K | Buy |
959
+72
| +8% | +$27.1K | 0.39% | 54 |
|
|
2022
Q4 | $312K | Buy |
887
+5
| +0.6% | +$1.76K | 0.34% | 60 |
|
|
2022
Q3 | $289K | Buy |
882
+3
| +0.3% | +$983 | 0.33% | 85 |
|
|
2022
Q2 | $305K | Sell |
879
-51
| -5% | -$17.7K | 0.37% | 81 |
|
|
2022
Q1 | $386K | Sell |
930
-149
| -14% | -$61.8K | 0.48% | 63 |
|
|
2021
Q4 | $471K | Buy |
+1,079
| New | +$471K | 0.58% | 49 |
|