SWP
VOO icon

Sagespring 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
Q2
$296M Sell
1,547,982
-36,100
-2% -$6.9M 6.37% 2
2025
Q1
$286M Buy
1,584,082
+930,674
+142% +$168M 7.22% 1
2024
Q4
$335M Buy
+653,408
New +$335M 8.85% 1