WKWM
Walter & Keenan 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 | $5.28M | Buy |
9,300
+149
| +2% | +$84.6K | 1.54% | 19 |
|
|
2025
Q1 | $4.7M | Sell |
9,151
-17
| -0.2% | -$8.74K | 1.42% | 21 |
|
|
2024
Q4 | $4.94M | Buy |
9,168
+6,867
| +298% | +$3.7M | 1.49% | 19 |
|
|
2024
Q3 | $1.21M | Buy |
2,301
+306
| +15% | +$161K | 0.37% | 68 |
|
|
2024
Q2 | $998K | Sell |
1,995
-80
| -4% | -$40K | 0.32% | 73 |
|
|
2024
Q1 | $997K | Buy |
2,075
+705
| +51% | +$339K | 0.33% | 73 |
|
|
2023
Q4 | $599K | Buy |
1,370
+7
| +0.5% | +$3.06K | 0.21% | 90 |
|
|
2023
Q3 | $535K | Buy |
1,363
+10
| +0.7% | +$3.93K | 0.21% | 96 |
|
|
2023
Q2 | $551K | Buy |
1,353
+180
| +15% | +$73.3K | 0.2% | 98 |
|
|
2023
Q1 | $441K | Buy |
1,173
+3
| +0.3% | +$1.13K | 0.17% | 104 |
|
|
2022
Q4 | $411K | Buy |
1,170
+8
| +0.7% | +$2.81K | 0.16% | 104 |
|
|
2022
Q3 | $381K | Buy |
1,162
+163
| +16% | +$53.4K | 0.16% | 104 |
|
|
2022
Q2 | $347K | Hold |
999
| – | – | 0.14% | 110 |
|
|
2022
Q1 | $415K | Buy |
999
+39
| +4% | +$16.2K | 0.14% | 104 |
|
|
2021
Q4 | $419K | Sell |
960
-71
| -7% | -$31K | 0.14% | 104 |
|
|
2021
Q3 | $407K | Buy |
1,031
+466
| +82% | +$184K | 0.14% | 107 |
|
|
2021
Q2 | $222K | Buy |
+565
| New | +$222K | 0.08% | 136 |
|
|
2020
Q2 | – | Sell |
-6,985
| Closed | -$1.58M | – | 189 |
|
|
2020
Q1 | $1.58M | Buy |
+6,985
| New | +$1.58M | 0.63% | 26 |
|