NJIM
Nabity-Jensen Investment 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 | $399K | Sell |
703
-6,320
| -90% | -$3.59M | 0.29% | 48 |
|
|
2025
Q1 | $361K | Buy |
7,023
+6,322
| +902% | +$325K | 0.29% | 51 |
|
|
2024
Q4 | $378K | Buy |
701
+23
| +3% | +$12.4K | 0.29% | 52 |
|
|
2024
Q3 | $358K | Buy |
678
+2
| +0.3% | +$1.06K | 0.27% | 52 |
|
|
2024
Q2 | $338K | Hold |
676
| – | – | 0.28% | 52 |
|
|
2024
Q1 | $325K | Sell |
676
-11
| -2% | -$5.29K | 0.27% | 53 |
|
|
2023
Q4 | $300K | Buy |
+687
| New | +$300K | 0.27% | 52 |
|