Strategic Wealth Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Buy |
+26
| New | +$14.8K | 0.02% | 82 |
|
|
2025
Q1 | – | Sell |
-705
| Closed | -$380K | – | 121 |
|
|
2024
Q4 | $380K | Sell |
705
-252
| -26% | -$136K | 0.04% | 102 |
|
|
2024
Q3 | $500K | Buy |
957
+79
| +9% | +$41.3K | 0.05% | 96 |
|
|
2024
Q2 | $440K | Buy |
+878
| New | +$440K | 0.06% | 94 |
|
|
2023
Q4 | $538K | Buy |
+1,232
| New | +$538K | 0.08% | 78 |
|
|
2023
Q3 | – | Sell |
-515
| Closed | -$210K | – | 113 |
|
|
2023
Q2 | $210K | Buy |
+515
| New | +$210K | 0.03% | 116 |
|
|
2022
Q3 | – | Sell |
-1,235
| Closed | -$428K | – | 132 |
|
|
2022
Q2 | $428K | Buy |
+1,235
| New | +$428K | 0.11% | 94 |
|