PWM
Prosperity 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 | $13.7M | Sell |
24,178
-1,506
| -6% | -$855K | 5.09% | 3 |
|
|
2025
Q1 | $13.2M | Sell |
25,684
-14,848
| -37% | -$7.63M | 6.2% | 3 |
|
|
2024
Q4 | $21.8M | Buy |
40,532
+11,603
| +40% | +$6.25M | 8.98% | 1 |
|
|
2024
Q3 | $15.3M | Sell |
28,929
-22,710
| -44% | -$12M | 6.1% | 3 |
|
|
2024
Q2 | $25.8M | Sell |
51,639
-10,179
| -16% | -$5.09M | 12.69% | 1 |
|
|
2024
Q1 | $29.7M | Buy |
61,818
+49,343
| +396% | +$23.7M | 14.08% | 1 |
|
|
2023
Q4 | $5.45M | Buy |
12,475
+1,224
| +11% | +$535K | 3.54% | 6 |
|
|
2023
Q3 | $4.42M | Buy |
11,251
+2,658
| +31% | +$1.04M | 2.84% | 6 |
|
|
2023
Q2 | $3.5M | Buy |
8,593
+3,025
| +54% | +$1.23M | 2.27% | 7 |
|
|
2023
Q1 | $2.09M | Sell |
5,568
-5,397
| -49% | -$2.03M | 1.66% | 13 |
|
|
2022
Q4 | $3.85M | Buy |
+10,965
| New | +$3.85M | 3.63% | 6 |
|