SGWM
Sterling Group Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
1,299
| – | – | 0.14% | 46 |
|
|
2025
Q1 | $239K | Hold |
1,299
| – | – | 0.13% | 53 |
|
|
2024
Q4 | $240K | Hold |
1,299
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $248K | Buy |
1,299
+3
| +0.2% | +$572 | 0.13% | 54 |
|
|
2024
Q2 | $228K | Buy |
+1,296
| New | +$228K | 0.13% | 53 |
|
|
2024
Q1 | – | Sell |
-1,293
| Closed | -$217K | – | 48 |
|
|
2023
Q4 | $217K | Buy |
+1,293
| New | +$217K | 0.17% | 49 |
|