OWM
Orgel 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 | $3.36M | Buy |
5,919
+515
| +10% | +$293K | 0.08% | 36 |
|
|
2025
Q1 | $2.78M | Buy |
5,404
+420
| +8% | +$216K | 0.07% | 35 |
|
|
2024
Q4 | $2.69M | Buy |
4,984
+1,724
| +53% | +$929K | 0.07% | 33 |
|
|
2024
Q3 | $1.72M | Buy |
3,260
+88
| +3% | +$46.4K | 0.04% | 41 |
|
|
2024
Q2 | $1.59M | Buy |
3,172
+137
| +5% | +$68.5K | 0.04% | 39 |
|
|
2024
Q1 | $1.46M | Buy |
3,035
+399
| +15% | +$192K | 0.04% | 37 |
|
|
2023
Q4 | $1.15M | Sell |
2,636
-381
| -13% | -$166K | 0.03% | 41 |
|
|
2023
Q3 | $1.18M | Sell |
3,017
-210
| -7% | -$82.5K | 0.04% | 39 |
|
|
2023
Q2 | $1.31M | Buy |
3,227
+12
| +0.4% | +$4.89K | 0.04% | 40 |
|
|
2023
Q1 | $1.21M | Buy |
3,215
+964
| +43% | +$363K | 0.04% | 39 |
|
|
2022
Q4 | $791K | Sell |
2,251
-684
| -23% | -$240K | 0.03% | 46 |
|
|
2022
Q3 | $964K | Sell |
2,935
-3,289
| -53% | -$1.08M | 0.05% | 36 |
|
|
2022
Q2 | $2.16M | Buy |
6,224
+35
| +0.6% | +$12.1K | 0.12% | 25 |
|
|
2022
Q1 | $2.57M | Buy |
6,189
+4,031
| +187% | +$1.67M | 0.18% | 22 |
|
|
2021
Q4 | $942K | Buy |
2,158
+106
| +5% | +$46.3K | 0.09% | 26 |
|
|
2021
Q3 | $809K | Sell |
2,052
-159
| -7% | -$62.7K | 0.09% | 26 |
|
|
2021
Q2 | $870K | Buy |
2,211
+273
| +14% | +$107K | 0.11% | 26 |
|
|
2021
Q1 | $706K | Buy |
1,938
+127
| +7% | +$46.3K | 0.1% | 26 |
|
|
2020
Q4 | $622K | Buy |
1,811
+186
| +11% | +$63.9K | 0.13% | 24 |
|
|
2020
Q3 | $500K | Sell |
1,625
-182
| -10% | -$56K | 0.14% | 26 |
|
|
2020
Q2 | $512K | Hold |
1,807
| – | – | 0.19% | 25 |
|
|
2020
Q1 | $428K | Buy |
1,807
+375
| +26% | +$88.8K | 0.17% | 22 |
|
|
2019
Q4 | $424K | Sell |
1,432
-31
| -2% | -$9.18K | 0.12% | 30 |
|
|
2019
Q3 | $399K | Hold |
1,463
| – | – | 0.15% | 26 |
|
|
2019
Q2 | $394K | Hold |
1,463
| – | – | 0.15% | 24 |
|
|
2019
Q1 | $380K | Sell |
1,463
-708
| -33% | -$184K | 0.13% | 26 |
|
|
2018
Q4 | $499K | Buy |
2,171
+335
| +18% | +$77K | 0.15% | 25 |
|
|
2018
Q3 | $490K | Sell |
1,836
-139
| -7% | -$37.1K | 0.21% | 22 |
|
|
2018
Q2 | $493K | Sell |
1,975
-587
| -23% | -$147K | 0.12% | 23 |
|
|
2018
Q1 | $620K | Sell |
2,562
-2,245
| -47% | -$543K | 0.15% | 21 |
|
|
2017
Q4 | $1.18M | Buy |
4,807
+3,492
| +266% | +$856K | 0.29% | 11 |
|
|
2017
Q3 | $303K | Hold |
1,315
| – | – | 0.11% | 18 |
|
|
2017
Q2 | $292K | Sell |
1,315
-866
| -40% | -$192K | 0.11% | 12 |
|
|
2017
Q1 | $472K | Buy |
2,181
+291
| +15% | +$63K | 0.21% | 7 |
|
|
2016
Q4 | $388K | Buy |
+1,890
| New | +$388K | 0.25% | 9 |
|
|
2016
Q1 | – | Sell |
-27,290
| Closed | -$5.1M | – | 24 |
|
|
2015
Q4 | $5.1M | Buy |
+27,290
| New | +$5.1M | 4.36% | 4 |
|