MWP
Moller Wealth Partners’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 | $306K | Hold |
538
| – | – | 0.07% | 53 |
|
|
2025
Q1 | $276K | Hold |
538
| – | – | 0.07% | 56 |
|
|
2024
Q4 | $290K | Hold |
538
| – | – | 0.08% | 51 |
|
|
2024
Q3 | $284K | Hold |
538
| – | – | 0.07% | 55 |
|
|
2024
Q2 | $269K | Hold |
538
| – | – | 0.07% | 56 |
|
|
2024
Q1 | $259K | Hold |
538
| – | – | 0.07% | 47 |
|
|
2023
Q4 | $235K | Buy |
+538
| New | +$235K | 0.07% | 47 |
|