WMWM
Whitaker-Myers Wealth Managers’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 | $9.9M | Buy |
17,431
+1,406
| +9% | +$799K | 2.49% | 14 |
|
|
2025
Q1 | $8.24M | Buy |
16,025
+1,489
| +10% | +$765K | 2.31% | 15 |
|
|
2024
Q4 | $7.83M | Sell |
14,536
-1,409
| -9% | -$759K | 2.28% | 14 |
|
|
2024
Q3 | $8.41M | Sell |
15,945
-488
| -3% | -$257K | 2.8% | 12 |
|
|
2024
Q2 | $8.22M | Buy |
16,433
+558
| +4% | +$279K | 3.03% | 10 |
|
|
2024
Q1 | $7.63M | Sell |
15,875
-2,461
| -13% | -$1.18M | 3.22% | 10 |
|
|
2023
Q4 | $8.01M | Buy |
18,336
+239
| +1% | +$104K | 3.99% | 6 |
|
|
2023
Q3 | $7.11M | Sell |
18,097
-329
| -2% | -$129K | 4.41% | 6 |
|
|
2023
Q2 | $7.5M | Buy |
18,426
+48
| +0.3% | +$19.5K | 5.03% | 5 |
|
|
2023
Q1 | $6.91M | Buy |
18,378
+1,832
| +11% | +$689K | 5.35% | 4 |
|
|
2022
Q4 | $5.81M | Buy |
+16,546
| New | +$5.81M | 5.57% | 3 |
|