WPC
Wedmont Private Capital’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 | $89.1M | Sell |
155,278
-6,502
| -4% | -$3.73M | 3.8% | 5 |
|
|
2025
Q1 | $79.4M | Sell |
161,780
-4,893
| -3% | -$2.4M | 4.07% | 5 |
|
|
2024
Q4 | $89M | Buy |
166,673
+13,876
| +9% | +$7.41M | 4.7% | 4 |
|
|
2024
Q3 | $79.7M | Buy |
152,797
+20,811
| +16% | +$10.9M | 4.55% | 4 |
|
|
2024
Q2 | $67.9M | Buy |
131,986
+8,690
| +7% | +$4.47M | 4.27% | 4 |
|
|
2024
Q1 | $58.8M | Buy |
123,296
+4,112
| +3% | +$1.96M | 4.3% | 4 |
|
|
2023
Q4 | $52M | Buy |
119,184
+2,206
| +2% | +$962K | 4.25% | 4 |
|
|
2023
Q3 | $46.5M | Buy |
116,978
+15,883
| +16% | +$6.31M | 4.7% | 3 |
|
|
2023
Q2 | $41.7M | Buy |
101,095
+8,859
| +10% | +$3.66M | 4.49% | 3 |
|
|
2023
Q1 | $34.7M | Buy |
92,236
+2,564
| +3% | +$965K | 4.58% | 3 |
|
|
2022
Q4 | $32M | Buy |
89,672
+30,129
| +51% | +$10.7M | 4.79% | 3 |
|
|
2022
Q3 | $19.5M | Sell |
59,543
-1,303
| -2% | -$428K | 3.93% | 3 |
|
|
2022
Q2 | $21.1M | Sell |
60,846
-19,672
| -24% | -$6.82M | 4.55% | 3 |
|
|
2022
Q1 | $33.8M | Buy |
80,518
+21,934
| +37% | +$9.21M | 7.54% | 2 |
|
|
2021
Q4 | $25M | Buy |
+58,584
| New | +$25M | 7.71% | 2 |
|