WAM
Weinberger Asset 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 | $1.87M | Buy |
3,291
+200
| +6% | +$114K | 0.72% | 34 |
|
|
2025
Q1 | $1.59M | Sell |
3,091
-46
| -1% | -$23.6K | 0.68% | 34 |
|
|
2024
Q4 | $1.69M | Buy |
3,137
+19
| +0.6% | +$10.2K | 0.71% | 35 |
|
|
2024
Q3 | $1.65M | Sell |
3,118
-8
| -0.3% | -$4.22K | 0.7% | 33 |
|
|
2024
Q2 | $1.56M | Hold |
3,126
| – | – | 0.74% | 33 |
|
|
2024
Q1 | $1.5M | Buy |
3,126
+78
| +3% | +$37.5K | 0.73% | 35 |
|
|
2023
Q4 | $1.33M | Buy |
3,048
+23
| +0.8% | +$10K | 0.68% | 35 |
|
|
2023
Q3 | $1.19M | Buy |
3,025
+266
| +10% | +$104K | 0.68% | 31 |
|
|
2023
Q2 | $1.12M | Buy |
2,759
+28
| +1% | +$11.4K | 0.62% | 34 |
|
|
2023
Q1 | $1.03M | Buy |
2,731
+524
| +24% | +$197K | 0.6% | 35 |
|
|
2022
Q4 | $775K | Buy |
2,207
+16
| +0.7% | +$5.62K | 0.48% | 39 |
|
|
2022
Q3 | $719K | Buy |
2,191
+11
| +0.5% | +$3.61K | 0.5% | 37 |
|
|
2022
Q2 | $756K | Buy |
2,180
+260
| +14% | +$90.2K | 0.5% | 38 |
|
|
2022
Q1 | $797K | Buy |
1,920
+113
| +6% | +$46.9K | 0.68% | 24 |
|
|
2021
Q4 | $789K | Buy |
+1,807
| New | +$789K | 0.65% | 25 |
|