YWS
Yarger Wealth Strategies’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 | $4.77M | Sell |
8,405
-98
| -1% | -$55.7K | 2.5% | 14 |
|
|
2025
Q1 | $4.37M | Sell |
8,503
-371
| -4% | -$191K | 2.55% | 13 |
|
|
2024
Q4 | $4.78M | Buy |
8,874
+37
| +0.4% | +$19.9K | 2.76% | 13 |
|
|
2024
Q3 | $4.66M | Buy |
8,837
+29
| +0.3% | +$15.3K | 2.58% | 14 |
|
|
2024
Q2 | $4.41M | Buy |
8,808
+3,044
| +53% | +$1.52M | 2.65% | 13 |
|
|
2024
Q1 | $2.77M | Buy |
5,764
+488
| +9% | +$235K | 1.89% | 19 |
|
|
2023
Q4 | $2.3M | Buy |
5,276
+303
| +6% | +$132K | 1.86% | 17 |
|
|
2023
Q3 | $1.95M | Sell |
4,973
-97
| -2% | -$38.1K | 1.66% | 19 |
|
|
2023
Q2 | $2.07M | Buy |
5,070
+951
| +23% | +$387K | 1.86% | 18 |
|
|
2023
Q1 | $1.55M | Sell |
4,119
-213
| -5% | -$80.1K | 1.7% | 19 |
|
|
2022
Q4 | $1.52M | Buy |
4,332
+15
| +0.3% | +$5.27K | 1.88% | 17 |
|
|
2022
Q3 | $1.42M | Sell |
4,317
-2,830
| -40% | -$929K | 1.88% | 17 |
|
|
2022
Q2 | $2.55M | Buy |
7,147
+59
| +0.8% | +$21.1K | 3.3% | 13 |
|
|
2022
Q1 | $2.94M | Sell |
7,088
-1,610
| -19% | -$668K | 3.84% | 10 |
|
|
2021
Q4 | $3.8M | Buy |
+8,698
| New | +$3.8M | 4.09% | 10 |
|