ONSWM
Old North State 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 | $1.65M | Buy |
2,893
+1,819
| +169% | +$1.03M | 0.86% | 38 |
|
|
2025
Q1 | $554K | Sell |
1,074
-34
| -3% | -$17.5K | 0.31% | 61 |
|
|
2024
Q4 | $600K | Buy |
1,108
+147
| +15% | +$79.6K | 0.34% | 54 |
|
|
2024
Q3 | $508K | Buy |
961
+29
| +3% | +$15.3K | 0.28% | 55 |
|
|
2024
Q2 | $468K | Hold |
932
| – | – | 0.31% | 54 |
|
|
2024
Q1 | $449K | Buy |
932
+31
| +3% | +$14.9K | 0.29% | 55 |
|
|
2023
Q4 | $394K | Buy |
+901
| New | +$394K | 0.29% | 57 |
|