SWM
Shakespeare Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3M | Buy |
106,652
+2,738
| +3% | +$1.09M | 11.28% | 2 |
|
|
2025
Q1 | $34.8M | Buy |
103,914
+1,951
| +2% | +$653K | 9.31% | 2 |
|
|
2024
Q4 | $37.3M | Sell |
101,963
-1,715
| -2% | -$628K | 10.06% | 2 |
|
|
2024
Q3 | $35.8M | Buy |
103,678
+6,960
| +7% | +$2.4M | 9.36% | 2 |
|
|
2024
Q2 | $32.3M | Buy |
96,718
+9,004
| +10% | +$3M | 9.32% | 2 |
|
|
2024
Q1 | $26.7M | Sell |
87,714
-1,793
| -2% | -$546K | 7.75% | 2 |
|
|
2023
Q4 | $24.2M | Buy |
89,507
+2,467
| +3% | +$668K | 7.5% | 3 |
|
|
2023
Q3 | $21.5M | Buy |
87,040
+81,457
| +1,459% | +$20.1M | 7.53% | 3 |
|
|
2023
Q2 | $1.42M | Buy |
+5,583
| New | +$1.42M | 0.49% | 27 |
|