SWMG
Signature Wealth Management 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 | $738K | Buy |
1,300
+15
| +1% | +$8.52K | 0.29% | 75 |
|
|
2025
Q1 | $660K | Buy |
1,285
+31
| +2% | +$15.9K | 0.26% | 80 |
|
|
2024
Q4 | $676K | Sell |
1,254
-9
| -0.7% | -$4.85K | 0.27% | 80 |
|
|
2024
Q3 | $666K | Buy |
1,263
+381
| +43% | +$201K | 0.27% | 78 |
|
|
2024
Q2 | $441K | Sell |
882
-2
| -0.2% | -$1K | 0.19% | 84 |
|
|
2024
Q1 | $402K | Hold |
884
| – | – | 0.18% | 85 |
|
|
2023
Q4 | $386K | Buy |
+884
| New | +$386K | 0.18% | 83 |
|
|
2023
Q2 | $310K | Hold |
760
| – | – | 0.14% | 85 |
|
|
2023
Q1 | $286K | Hold |
760
| – | – | 0.14% | 85 |
|
|
2022
Q4 | $267K | Sell |
760
-6
| -0.8% | -$2.11K | 0.13% | 84 |
|
|
2022
Q3 | $251K | Buy |
766
+84
| +12% | +$27.5K | 0.13% | 84 |
|
|
2022
Q2 | $237K | Buy |
682
+84
| +14% | +$29.2K | 0.12% | 85 |
|
|
2022
Q1 | $248K | Hold |
598
| – | – | 0.11% | 80 |
|
|
2021
Q4 | $261K | Hold |
598
| – | – | 0.13% | 76 |
|
|
2021
Q3 | $236K | Buy |
+598
| New | +$236K | 0.13% | 74 |
|
|
2018
Q4 | – | Sell |
-294
| Closed | -$71K | – | 291 |
|
|
2018
Q3 | $71K | Buy |
294
+143
| +95% | +$34.5K | 0.05% | 96 |
|
|
2018
Q2 | $38K | Buy |
151
+1
| +0.7% | +$252 | 0.03% | 118 |
|
|
2018
Q1 | $36K | Buy |
150
+50
| +50% | +$12K | 0.03% | 116 |
|
|
2017
Q4 | $25K | Buy |
+100
| New | +$25K | 0.02% | 133 |
|