SWM
Seaside 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 | $345K | Hold |
607
| – | – | 0.11% | 48 |
|
|
2025
Q1 | $312K | Buy |
607
+78
| +15% | +$40.1K | 0.11% | 44 |
|
|
2024
Q4 | $285K | Buy |
529
+8
| +2% | +$4.31K | 0.1% | 45 |
|
|
2024
Q3 | $275K | Hold |
521
| – | – | 0.1% | 48 |
|
|
2024
Q2 | $261K | Sell |
521
-25
| -5% | -$12.5K | 0.11% | 47 |
|
|
2024
Q1 | $262K | Sell |
546
-251
| -31% | -$121K | 0.11% | 44 |
|
|
2023
Q4 | $348K | Buy |
797
+251
| +46% | +$110K | 0.16% | 37 |
|
|
2023
Q3 | $214K | Hold |
546
| – | – | 0.11% | 48 |
|
|
2023
Q2 | $222K | Buy |
+546
| New | +$222K | 0.12% | 47 |
|