XWM
Xcel Wealth 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 | $4.6M | Sell |
8,096
-167
| -2% | -$94.9K | 1.31% | 25 |
|
|
2025
Q1 | $4.25M | Buy |
8,263
+6
| +0.1% | +$3.08K | 1.32% | 19 |
|
|
2024
Q4 | $4.45M | Sell |
8,257
-4
| -0% | -$2.16K | 1.23% | 23 |
|
|
2024
Q3 | $4.36M | Sell |
8,261
-639
| -7% | -$337K | 1.28% | 20 |
|
|
2024
Q2 | $4.45M | Sell |
8,900
-94
| -1% | -$47K | 1.39% | 20 |
|
|
2024
Q1 | $4.32M | Buy |
8,994
+1,316
| +17% | +$633K | 1.35% | 20 |
|
|
2023
Q4 | $3.35M | Buy |
7,678
+9
| +0.1% | +$3.93K | 1.18% | 23 |
|
|
2023
Q3 | $3.01M | Sell |
7,669
-1,169
| -13% | -$459K | 1.19% | 25 |
|
|
2023
Q2 | $3.6M | Buy |
8,838
+13
| +0.1% | +$5.3K | 1.14% | 24 |
|
|
2023
Q1 | $3.32M | Hold |
8,825
| – | – | 1.17% | 24 |
|
|
2022
Q4 | $3.1M | Buy |
8,825
+20
| +0.2% | +$7.03K | 1.22% | 25 |
|
|
2022
Q3 | $2.89M | Buy |
8,805
+538
| +7% | +$177K | 1.08% | 28 |
|
|
2022
Q2 | $2.87M | Hold |
8,267
| – | – | 1.05% | 30 |
|
|
2022
Q1 | $3.43M | Sell |
8,267
-177
| -2% | -$73.5K | 0.94% | 29 |
|
|
2021
Q4 | $3.69M | Sell |
8,444
-22
| -0.3% | -$9.6K | 0.95% | 31 |
|
|
2021
Q3 | $3.34M | Hold |
8,466
| – | – | 0.97% | 30 |
|
|
2021
Q2 | $3.33M | Buy |
8,466
+22
| +0.3% | +$8.66K | 1.01% | 29 |
|
|
2021
Q1 | $3.08M | Buy |
8,444
+561
| +7% | +$204K | 1.1% | 28 |
|
|
2020
Q4 | $2.71M | Hold |
7,883
| – | – | 1.17% | 28 |
|
|
2020
Q3 | $2.43M | Buy |
7,883
+117
| +2% | +$36K | 1.25% | 28 |
|
|
2020
Q2 | $2.2M | Hold |
7,766
| – | – | 1.37% | 25 |
|
|
2020
Q1 | $1.84M | Buy |
7,766
+2,554
| +49% | +$605K | 1.66% | 22 |
|
|
2019
Q4 | $1.54M | Hold |
5,212
| – | – | 1.28% | 24 |
|
|
2019
Q3 | $1.42M | Hold |
5,212
| – | – | 1.31% | 26 |
|
|
2019
Q2 | $1.4M | Hold |
5,212
| – | – | 1.37% | 24 |
|
|
2019
Q1 | $1.35M | Buy |
5,212
+146
| +3% | +$37.9K | 1.39% | 22 |
|
|
2018
Q4 | $1.16M | Buy |
+5,066
| New | +$1.16M | 1.42% | 24 |
|