MWPCG
Measured Wealth Private Client Group’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 | $378K | Hold |
665
| – | – | 0.11% | 121 |
|
|
2025
Q1 | $342K | Sell |
665
-15
| -2% | -$7.71K | 0.11% | 122 |
|
|
2024
Q4 | $366K | Buy |
680
+30
| +5% | +$16.2K | 0.12% | 112 |
|
|
2024
Q3 | $343K | Sell |
650
-231
| -26% | -$122K | 0.11% | 118 |
|
|
2024
Q2 | $441K | Hold |
881
| – | – | 0.15% | 103 |
|
|
2024
Q1 | $423K | Sell |
881
-799
| -48% | -$384K | 0.15% | 110 |
|
|
2023
Q4 | $734K | Buy |
1,680
+45
| +3% | +$19.7K | 0.27% | 61 |
|
|
2023
Q3 | $642K | Buy |
+1,635
| New | +$642K | 0.26% | 65 |
|
|
2018
Q4 | – | Sell |
-186
| Closed | -$50K | – | 692 |
|
|
2018
Q3 | $50K | Buy |
+186
| New | +$50K | 0.03% | 355 |
|