SPWG
Syntegra Private Wealth Group’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 | $66.6M | Buy |
117,235
+112,503
| +2,377% | +$63.9M | 6.79% | 5 |
|
|
2025
Q1 | $2.43M | Buy |
4,732
+3,829
| +424% | +$1.97M | 0.28% | 33 |
|
|
2024
Q4 | $487K | Buy |
903
+52
| +6% | +$28K | 0.06% | 82 |
|
|
2024
Q3 | $449K | Hold |
851
| – | – | 0.05% | 93 |
|
|
2024
Q2 | $426K | Sell |
851
-936
| -52% | -$468K | 0.05% | 88 |
|
|
2024
Q1 | $859K | Buy |
1,787
+858
| +92% | +$412K | 0.11% | 52 |
|
|
2023
Q4 | $406K | Buy |
929
+286
| +44% | +$125K | 0.06% | 80 |
|
|
2023
Q3 | $253K | Buy |
643
+59
| +10% | +$23.2K | 0.04% | 109 |
|
|
2023
Q2 | $238K | Buy |
+584
| New | +$238K | 0.04% | 120 |
|