PPWP
Proquility Private Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-893
| Closed | -$482K | – | 94 |
|
|
2024
Q4 | $482K | Buy |
+893
| New | +$482K | 0.16% | 79 |
|
|
2024
Q1 | – | Sell |
-5,589
| Closed | -$2.44M | – | 89 |
|
|
2023
Q4 | $2.44M | Buy |
5,589
+4,982
| +821% | +$2.18M | 0.93% | 40 |
|
|
2023
Q3 | $238K | Buy |
+607
| New | +$238K | 0.1% | 87 |
|
|
2023
Q2 | – | Sell |
-1,196
| Closed | -$450K | – | 95 |
|
|
2023
Q1 | $450K | Sell |
1,196
-6,343
| -84% | -$2.39M | 0.18% | 87 |
|
|
2022
Q4 | $2.65M | Buy |
+7,539
| New | +$2.65M | 1.09% | 30 |
|
|
2022
Q3 | – | Sell |
-2,118
| Closed | -$735K | – | 91 |
|
|
2022
Q2 | $735K | Buy |
+2,118
| New | +$735K | 0.32% | 74 |
|