UW
Unique Wealth’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 | $2.55M | Buy |
4,494
+2,370
| +112% | +$1.35M | 0.41% | 57 |
|
|
2025
Q1 | $1.09M | Sell |
2,124
-469
| -18% | -$241K | 0.21% | 75 |
|
|
2024
Q4 | $1.4M | Buy |
2,593
+844
| +48% | +$455K | 0.29% | 61 |
|
|
2024
Q3 | $923K | Buy |
1,749
+161
| +10% | +$84.9K | 0.21% | 66 |
|
|
2024
Q2 | $794K | Hold |
1,588
| – | – | 0.21% | 56 |
|
|
2024
Q1 | $764K | Sell |
1,588
-335
| -17% | -$161K | 0.22% | 53 |
|
|
2023
Q4 | $840K | Sell |
1,923
-11,956
| -86% | -$5.22M | 0.27% | 40 |
|
|
2023
Q3 | $5.45M | Sell |
13,879
-200
| -1% | -$78.5K | 2.28% | 11 |
|
|
2023
Q2 | $5.73M | Sell |
14,079
-74
| -0.5% | -$30.1K | 2.5% | 11 |
|
|
2023
Q1 | $5.32M | Sell |
14,153
-5,880
| -29% | -$2.21M | 2.58% | 11 |
|
|
2022
Q4 | $7.04M | Buy |
+20,033
| New | +$7.04M | 3.76% | 8 |
|