SWMG LLC’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
Q1 | – | Sell |
-1,677
| Closed | -$935K | – | 128 |
|
|
2024
Q4 | $935K | Sell |
1,677
-493
| -23% | -$275K | 0.37% | 39 |
|
|
2024
Q3 | $1.19M | Sell |
2,170
-72
| -3% | -$39.5K | 0.49% | 33 |
|
|
2024
Q2 | $1.12M | Buy |
2,242
+20
| +0.9% | +$10K | 0.5% | 36 |
|
|
2024
Q1 | $1.07M | Sell |
2,222
-258
| -10% | -$124K | 0.48% | 38 |
|
|
2023
Q4 | $1.08M | Sell |
2,480
-72
| -3% | -$31.5K | 0.52% | 34 |
|
|
2023
Q3 | $1M | Buy |
2,552
+540
| +27% | +$212K | 0.53% | 37 |
|
|
2023
Q2 | $819K | Buy |
2,012
+618
| +44% | +$252K | 0.43% | 36 |
|
|
2023
Q1 | $524K | Buy |
1,394
+16
| +1% | +$6.02K | 0.29% | 43 |
|
|
2022
Q4 | $484K | Buy |
+1,378
| New | +$484K | 0.29% | 42 |
|