SWM Advisors’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
2022
Q3
$42.4M Buy
129,127
+2,954
+2% +$970K 39.94% 1
2022
Q2
$43.8M Buy
126,173
+2,699
+2% +$936K 39.86% 1
2022
Q1
$51.3M Buy
123,474
+4,396
+4% +$1.83M 40.22% 1
2021
Q4
$50.1M Buy
+119,078
New +$50.1M 43.82% 1