SWM
Selective 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 | $70.6M | Sell |
123,123
-2,576
| -2% | -$1.48M | 25.79% | 1 |
|
|
2025
Q1 | $61.7M | Sell |
125,699
-4,278
| -3% | -$2.1M | 26.83% | 1 |
|
|
2024
Q4 | $69.6M | Sell |
129,977
-52
| -0% | -$27.8K | 28.25% | 1 |
|
|
2024
Q3 | $68.5M | Sell |
130,029
-3,521
| -3% | -$1.86M | 28.45% | 1 |
|
|
2024
Q2 | $68.2M | Sell |
133,550
-1,437
| -1% | -$734K | 30.05% | 1 |
|
|
2024
Q1 | $63.8M | Buy |
134,987
+4,045
| +3% | +$1.91M | 27.72% | 1 |
|
|
2023
Q4 | $56.2M | Buy |
130,942
+6,721
| +5% | +$2.89M | 28.32% | 1 |
|
|
2023
Q3 | $48.5M | Sell |
124,221
-639
| -0.5% | -$249K | 26.63% | 1 |
|
|
2023
Q2 | $50.4M | Buy |
+124,860
| New | +$50.4M | 25.16% | 1 |
|
|
2022
Q4 | $37.6M | Buy |
103,307
+27,060
| +35% | +$9.84M | 19.84% | 1 |
|
|
2022
Q3 | $25M | Buy |
76,247
+8,527
| +13% | +$2.8M | 10.73% | 1 |
|
|
2022
Q2 | $23.5M | Buy |
67,720
+56,724
| +516% | +$19.7M | 8.36% | 1 |
|
|
2022
Q1 | $4.57M | Sell |
10,996
-643
| -6% | -$267K | 1.65% | 19 |
|
|
2021
Q4 | $5.08M | Buy |
11,639
+4,699
| +68% | +$2.05M | 2.07% | 17 |
|
|
2021
Q3 | $2.74M | Buy |
6,940
+2,500
| +56% | +$986K | 1.45% | 16 |
|
|
2021
Q2 | $1.75M | Hold |
4,440
| – | – | 1.39% | 17 |
|
|
2021
Q1 | $1.62M | Sell |
4,440
-853
| -16% | -$311K | 1.47% | 19 |
|
|
2020
Q4 | $1.82M | Hold |
5,293
| – | – | 1.17% | 20 |
|
|
2020
Q3 | $1.63M | Buy |
5,293
+4,650
| +723% | +$1.43M | 1.28% | 19 |
|
|
2020
Q2 | $182K | Buy |
+643
| New | +$182K | 0.15% | 52 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$8K | – | 347 |
|
|
2019
Q3 | $8K | Buy |
+30
| New | +$8K | 0.01% | 186 |
|