SWM
Sagace 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 | $4.04M | Sell |
7,116
-685
| -9% | -$389K | 3.02% | 12 |
|
|
2025
Q1 | $4.01M | Sell |
7,801
-683
| -8% | -$351K | 3.03% | 10 |
|
|
2024
Q4 | $4.57M | Buy |
8,484
+41
| +0.5% | +$22.1K | 3.42% | 9 |
|
|
2024
Q3 | $4.53M | Buy |
8,443
+190
| +2% | +$102K | 3.5% | 6 |
|
|
2024
Q2 | $4.21M | Buy |
+8,253
| New | +$4.21M | 4.11% | 6 |
|