SWM
Scissortail 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
Q1 | – | Sell |
-1,879
| Closed | -$1.01M | – | 131 |
|
|
2024
Q4 | $1.01M | Buy |
1,879
+1,872
| +26,743% | +$1.01M | 0.26% | 69 |
|
|
2024
Q3 | $1.05M | Sell |
7
-1,982
| -100% | -$296M | 0.25% | 66 |
|
|
2024
Q2 | $995K | Sell |
1,989
-72
| -3% | -$36K | 0.25% | 66 |
|
|
2024
Q1 | $991K | Buy |
+2,061
| New | +$991K | 0.26% | 65 |
|