WMR
Wealth Management Resources’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 | $1.82M | Sell |
3,200
-920
| -22% | -$523K | 0.62% | 22 |
|
|
2025
Q1 | $2.12M | Hold |
4,120
| – | – | 0.77% | 21 |
|
|
2024
Q4 | $2.22M | Buy |
4,120
+341
| +9% | +$184K | 0.82% | 22 |
|
|
2024
Q3 | $1.99M | Buy |
3,779
+576
| +18% | +$304K | 0.8% | 20 |
|
|
2024
Q2 | $1.51M | Buy |
3,203
+1,063
| +50% | +$501K | 0.65% | 22 |
|
|
2024
Q1 | $1.51M | Sell |
2,140
-504
| -19% | -$356K | 0.65% | 24 |
|
|
2023
Q4 | $1.16M | Buy |
2,644
+211
| +9% | +$92.2K | 0.54% | 25 |
|
|
2023
Q3 | $979K | Hold |
2,433
| – | – | 0.47% | 25 |
|
|
2023
Q2 | $991K | Buy |
2,433
+1,635
| +205% | +$666K | 0.58% | 22 |
|
|
2023
Q1 | $300K | Sell |
798
-1,225
| -61% | -$461K | 0.18% | 43 |
|
|
2022
Q4 | $711K | Hold |
2,023
| – | – | 0.46% | 27 |
|
|
2022
Q3 | $664K | Hold |
2,023
| – | – | 0.44% | 25 |
|
|
2022
Q2 | $702K | Hold |
2,023
| – | – | 0.43% | 25 |
|
|
2022
Q1 | $840K | Hold |
2,023
| – | – | 0.58% | 23 |
|
|
2021
Q4 | $883K | Buy |
+2,023
| New | +$883K | 0.57% | 24 |
|