SVWG
Shared Vision Wealth Group’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 | $403K | Hold |
693
| – | – | 0.2% | 55 |
|
|
2025
Q1 | $356K | Hold |
693
| – | – | 0.19% | 57 |
|
|
2024
Q4 | $373K | Buy |
693
+18
| +3% | +$9.7K | 0.2% | 53 |
|
|
2024
Q3 | $356K | Hold |
675
| – | – | 0.19% | 56 |
|
|
2024
Q2 | $338K | Hold |
675
| – | – | 0.2% | 56 |
|
|
2024
Q1 | $324K | Hold |
675
| – | – | 0.2% | 56 |
|
|
2023
Q4 | $295K | Buy |
+675
| New | +$295K | 0.2% | 57 |
|