VWA
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VSM Wealth Advisory’s Invesco QQQ Trust QQQ Stock Holding History

VSM Wealth Advisory’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$133K Buy
241
+1
+0.4% +$552 0.04% 118
2025
Q1 		$113K Hold
240
– – 0.04% 120
2024
Q4 		$123K Buy
+240
New +$123K 0.04% 118