SWM
SFG 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 | $1.16M | Sell |
2,038
-67
| -3% | -$38.1K | 0.7% | 24 |
|
|
2025
Q1 | $1.08M | Sell |
2,105
-216
| -9% | -$111K | 0.53% | 39 |
|
|
2024
Q4 | $1.25M | Sell |
2,321
-86
| -4% | -$46.3K | 0.66% | 25 |
|
|
2024
Q3 | $1.27M | Buy |
2,407
+110
| +5% | +$58K | 0.67% | 27 |
|
|
2024
Q2 | $1.15M | Sell |
2,297
-164
| -7% | -$82K | 0.65% | 29 |
|
|
2024
Q1 | $1.18M | Sell |
2,461
-85
| -3% | -$40.9K | 0.7% | 24 |
|
|
2023
Q4 | $1.11M | Buy |
2,546
+26
| +1% | +$11.4K | 0.74% | 26 |
|
|
2023
Q3 | $989K | Sell |
2,520
-182
| -7% | -$71.5K | 0.79% | 25 |
|
|
2023
Q2 | $1.1M | Sell |
2,702
-248
| -8% | -$101K | 0.92% | 23 |
|
|
2023
Q1 | $1.11M | Sell |
2,950
-3,425
| -54% | -$1.29M | 1.23% | 17 |
|
|
2022
Q4 | $2.24M | Sell |
6,375
-255
| -4% | -$89.6K | 2.77% | 5 |
|
|
2022
Q3 | $2.18M | Sell |
6,630
-100
| -1% | -$32.8K | 2.94% | 7 |
|
|
2022
Q2 | $2.33M | Hold |
6,730
| – | – | 2.72% | 10 |
|
|
2022
Q1 | $2.79M | Sell |
6,730
-317
| -4% | -$132K | 2.62% | 11 |
|
|
2021
Q4 | $3.08M | Buy |
+7,047
| New | +$3.08M | 2.74% | 8 |
|