Northwestern Mutual 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 | $1.33B | Buy |
2,339,290
+99,646
| +4% | +$56.6M | 0.97% | 18 |
|
|
2025
Q1 | $1.15B | Buy |
2,239,644
+303,314
| +16% | +$156M | 0.94% | 18 |
|
|
2024
Q4 | $1.04B | Buy |
1,936,330
+176,114
| +10% | +$94.9M | 0.88% | 18 |
|
|
2024
Q3 | $929M | Buy |
1,760,216
+296,121
| +20% | +$156M | 0.83% | 20 |
|
|
2024
Q2 | $732M | Buy |
1,464,095
+41,326
| +3% | +$20.7M | 0.72% | 23 |
|
|
2024
Q1 | $684M | Buy |
1,422,769
+117,978
| +9% | +$56.7M | 0.7% | 21 |
|
|
2023
Q4 | $570M | Buy |
1,304,791
+124,293
| +11% | +$54.3M | 0.64% | 24 |
|
|
2023
Q3 | $464M | Buy |
1,180,498
+52,907
| +5% | +$20.8M | 0.6% | 27 |
|
|
2023
Q2 | $459M | Buy |
1,127,591
+34,897
| +3% | +$14.2M | 0.59% | 27 |
|
|
2023
Q1 | $411M | Sell |
1,092,694
-8,564
| -0.8% | -$3.22M | 0.57% | 29 |
|
|
2022
Q4 | $387M | Buy |
1,101,258
+36,776
| +3% | +$12.9M | 0.59% | 28 |
|
|
2022
Q3 | $349M | Buy |
1,064,482
+158,591
| +18% | +$52.1M | 0.61% | 27 |
|
|
2022
Q2 | $314M | Buy |
905,891
+111,075
| +14% | +$38.5M | 0.54% | 29 |
|
|
2022
Q1 | $330M | Buy |
794,816
+78,180
| +11% | +$32.5M | 0.53% | 27 |
|
|
2021
Q4 | $313M | Buy |
716,636
+43,548
| +6% | +$19M | 0.51% | 29 |
|
|
2021
Q3 | $265M | Buy |
673,088
+28,927
| +4% | +$11.4M | 0.49% | 32 |
|
|
2021
Q2 | $253M | Buy |
644,161
+54,162
| +9% | +$21.3M | 0.48% | 32 |
|
|
2021
Q1 | $215M | Buy |
589,999
+37,356
| +7% | +$13.6M | 0.46% | 32 |
|
|
2020
Q4 | $190M | Buy |
552,643
+46,375
| +9% | +$15.9M | 0.44% | 32 |
|
|
2020
Q3 | $156M | Buy |
506,268
+12,268
| +2% | +$3.77M | 0.42% | 33 |
|
|
2020
Q2 | $140M | Buy |
494,000
+74,143
| +18% | +$21M | 0.43% | 31 |
|
|
2020
Q1 | $99.4M | Buy |
419,857
+68,763
| +20% | +$16.3M | 0.38% | 33 |
|
|
2019
Q4 | $104M | Buy |
351,094
+27,264
| +8% | +$8.06M | 0.35% | 34 |
|
|
2019
Q3 | $88.3M | Buy |
323,830
+26,476
| +9% | +$7.22M | 0.34% | 37 |
|
|
2019
Q2 | $80M | Buy |
297,354
+29,928
| +11% | +$8.06M | 0.32% | 39 |
|
|
2019
Q1 | $69.4M | Buy |
267,426
+55,902
| +26% | +$14.5M | 0.3% | 41 |
|
|
2018
Q4 | $48.6M | Buy |
211,524
+53,784
| +34% | +$12.4M | 0.24% | 50 |
|
|
2018
Q3 | $42.1M | Buy |
157,740
+7,253
| +5% | +$1.94M | 0.21% | 54 |
|
|
2018
Q2 | $37.5M | Buy |
150,487
+3,478
| +2% | +$868K | 0.21% | 55 |
|
|
2018
Q1 | $35.6M | Buy |
147,009
+49,951
| +51% | +$12.1M | 0.22% | 58 |
|
|
2017
Q4 | $23.8M | Buy |
97,058
+10,137
| +12% | +$2.49M | 0.15% | 75 |
|
|
2017
Q3 | $20.1M | Buy |
86,921
+7,925
| +10% | +$1.83M | 0.14% | 84 |
|
|
2017
Q2 | $17.5M | Buy |
78,996
+15,111
| +24% | +$3.36M | 0.14% | 88 |
|
|
2017
Q1 | $13.8M | Buy |
63,885
+16,612
| +35% | +$3.59M | 0.13% | 99 |
|
|
2016
Q4 | $9.71M | Buy |
+47,273
| New | +$9.71M | 0.11% | 121 |
|
|
2016
Q3 | – | Sell |
-8,882
| Closed | -$1.71M | – | 1487 |
|
|
2016
Q2 | $1.71M | Buy |
8,882
+3,065
| +53% | +$589K | 0.02% | 250 |
|
|
2016
Q1 | $1.1M | Sell |
5,817
-328
| -5% | -$61.9K | 0.02% | 274 |
|
|
2015
Q4 | $1.15M | Buy |
6,145
+392
| +7% | +$73.3K | 0.02% | 248 |
|
|
2015
Q3 | $1.01M | Buy |
5,753
+1,946
| +51% | +$342K | 0.02% | 264 |
|
|
2015
Q2 | $719K | Buy |
3,807
+1,235
| +48% | +$233K | 0.02% | 281 |
|
|
2015
Q1 | $487K | Sell |
2,572
-105
| -4% | -$19.9K | 0.01% | 323 |
|
|
2014
Q4 | $504K | Buy |
2,677
+2,433
| +997% | +$458K | 0.02% | 292 |
|
|
2014
Q3 | $44K | Hold |
244
| – | – | ﹤0.01% | 645 |
|
|
2014
Q2 | $44K | Buy |
244
+179
| +275% | +$32.3K | ﹤0.01% | 633 |
|
|
2014
Q1 | $11K | Buy |
+65
| New | +$11K | ﹤0.01% | 860 |
|