NWMG
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Nicholson Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Nicholson Wealth Management Group’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.3M Sell
23,461
-2,601
-10% -$1.48M 8.21% 1
2025
Q1 		$13.4M Sell
26,062
-552
-2% -$284K 8.79% 1
2024
Q4 		$14.3M Buy
26,614
+16,270
+157% +$8.77M 9.58% 1
2024
Q3 		$5.46M Buy
+10,344
New +$5.46M 4.48% 2