MSWM
Mowery & Schoenfeld 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 | $39K | Sell |
69
-62
| -47% | -$35K | 0.06% | 130 |
|
|
2025
Q1 | $67.2K | Buy |
131
+65
| +98% | +$33.3K | 0.13% | 111 |
|
|
2024
Q4 | $35.6K | Hold |
66
| – | – | 0.07% | 134 |
|
|
2024
Q3 | $34.8K | Sell |
66
-242
| -79% | -$128K | 0.06% | 122 |
|
|
2024
Q2 | $154K | Hold |
308
| – | – | 0.22% | 46 |
|
|
2024
Q1 | $148K | Sell |
308
-18
| -6% | -$8.65K | 0.29% | 41 |
|
|
2023
Q4 | $142K | Buy |
+326
| New | +$142K | 0.29% | 44 |
|