SWM
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SpringVest 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
$484K Buy
850
+78
+10% +$44.4K 0.39% 41
2025
Q1
$397K Buy
772
+9
+1% +$4.63K 0.33% 44
2024
Q4
$411K Buy
+763
New +$411K 0.35% 40