Able Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$897K Sell
2025
Q2
$857K Sell
2025
Q1
$850K Sell
2024
Q4
$955K Sell
2024
Q3
$1.05M Buy
2024
Q2
$972K Sell
2024
Q1
$969K Buy
2023
Q4
$828K Buy