SSWM
Sheets Smith 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 | $39.3M | Buy |
69,217
+2,278
| +3% | +$1.29M | 4.6% | 1 |
|
|
2025
Q1 | $34.4M | Buy |
66,939
+3,201
| +5% | +$1.65M | 4.27% | 1 |
|
|
2024
Q4 | $34.3M | Buy |
63,738
+4,468
| +8% | +$2.41M | 4.19% | 1 |
|
|
2024
Q3 | $31.3M | Sell |
59,270
-32,172
| -35% | -$17M | 3.83% | 1 |
|
|
2024
Q2 | $45.7M | Buy |
91,442
+434
| +0.5% | +$217K | 5.47% | 1 |
|
|
2024
Q1 | $43.7M | Buy |
+91,008
| New | +$43.7M | 4.9% | 1 |
|
|
2023
Q4 | – | Sell |
-225
| Closed | -$88.2K | – | 500 |
|
|
2023
Q3 | $88.2K | Buy |
+225
| New | +$88.2K | 0.01% | 360 |
|