WLPWM
Walled Lake Planning & Wealth Management’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 | $3.08M | Sell |
5,417
-709
| -12% | -$403K | 1% | 27 |
|
|
2025
Q1 | $3.15M | Buy |
6,126
+32
| +0.5% | +$16.4K | 1.12% | 28 |
|
|
2024
Q4 | $3.28M | Buy |
6,094
+201
| +3% | +$108K | 1.22% | 26 |
|
|
2024
Q3 | $3.11M | Buy |
5,893
+136
| +2% | +$71.8K | 1.17% | 27 |
|
|
2024
Q2 | $2.88M | Buy |
5,757
+364
| +7% | +$182K | 1.18% | 28 |
|
|
2024
Q1 | $2.59M | Buy |
5,393
+420
| +8% | +$202K | 1.06% | 27 |
|
|
2023
Q4 | $2.17M | Sell |
4,973
-147
| -3% | -$64.2K | 1.01% | 26 |
|
|
2023
Q3 | $2.01M | Buy |
5,120
+67
| +1% | +$26.3K | 1.01% | 28 |
|
|
2023
Q2 | $2.06M | Buy |
5,053
+272
| +6% | +$111K | 1% | 26 |
|
|
2023
Q1 | $1.8M | Buy |
4,781
+129
| +3% | +$48.5K | 0.94% | 28 |
|
|
2022
Q4 | $1.63M | Sell |
4,652
-82
| -2% | -$28.8K | 1.11% | 26 |
|
|
2022
Q3 | $1.55M | Buy |
4,734
+89
| +2% | +$29.2K | 1.09% | 31 |
|
|
2022
Q2 | $1.61M | Buy |
4,645
+213
| +5% | +$73.9K | 1.11% | 29 |
|
|
2022
Q1 | $1.84M | Sell |
4,432
-742
| -14% | -$308K | 1.09% | 29 |
|
|
2021
Q4 | $2.26M | Buy |
5,174
+1,352
| +35% | +$590K | 1.31% | 29 |
|
|
2021
Q3 | $1.51M | Buy |
3,822
+136
| +4% | +$53.6K | 0.93% | 32 |
|
|
2021
Q2 | $1.45M | Buy |
3,686
+59
| +2% | +$23.2K | 0.94% | 29 |
|
|
2021
Q1 | $1.32M | Buy |
3,627
+139
| +4% | +$50.6K | 0.92% | 29 |
|
|
2020
Q4 | $1.2M | Buy |
3,488
+196
| +6% | +$67.4K | 0.91% | 30 |
|
|
2020
Q3 | $1.01M | Buy |
3,292
+138
| +4% | +$42.5K | 0.82% | 32 |
|
|
2020
Q2 | $894K | Buy |
3,154
+236
| +8% | +$66.9K | 0.75% | 31 |
|
|
2020
Q1 | $691K | Buy |
+2,918
| New | +$691K | 0.63% | 31 |
|