W
WorthPointe’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 | $15.7M | Buy |
27,642
+2,776
| +11% | +$1.58M | 6.61% | 4 |
|
|
2025
Q1 | $12.8M | Sell |
24,866
-1,282
| -5% | -$659K | 5.72% | 4 |
|
|
2024
Q4 | $14.1M | Buy |
26,148
+1,972
| +8% | +$1.06M | 5.74% | 4 |
|
|
2024
Q3 | $12.8M | Buy |
24,176
+963
| +4% | +$508K | 5.37% | 4 |
|
|
2024
Q2 | $11.6M | Buy |
+23,213
| New | +$11.6M | 5.29% | 4 |
|