Schwarz Dygos Wheeler Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Buy |
1,492
+582
| +64% | +$331K | 0.19% | 83 |
|
|
2025
Q1 | $468K | Sell |
910
-185
| -17% | -$95.1K | 0.11% | 106 |
|
|
2024
Q4 | $590K | Buy |
1,095
+694
| +173% | +$374K | 0.14% | 96 |
|
|
2024
Q3 | $212K | Sell |
401
-1
| -0.2% | -$528 | 0.05% | 148 |
|
|
2024
Q2 | $201K | Sell |
402
-304
| -43% | -$152K | 0.05% | 143 |
|
|
2024
Q1 | $339K | Buy |
+706
| New | +$339K | 0.09% | 113 |
|
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$1.48M | – | 86 |
|
|
2019
Q4 | $1.48M | Hold |
5,000
| – | – | 1.01% | 26 |
|
|
2019
Q3 | $1.36M | Hold |
5,000
| – | – | 1.08% | 24 |
|
|
2019
Q2 | $1.35M | Sell |
5,000
-5,000
| -50% | -$1.35M | 1.11% | 25 |
|
|
2019
Q1 | $2.6M | Buy |
+10,000
| New | +$2.6M | 2.23% | 11 |
|