Accel 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 | $3.28M | Buy |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.38M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.12M | Buy |
|
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|
2023
Q1 | $627K | Sell |
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|
2022
Q4 | $685K | Buy |
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|
2022
Q3 | $645K | Hold |
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|
2022
Q2 | $658K | Buy |
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|
2022
Q1 | $751K | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $652K | Buy |
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|
2021
Q1 | $581K | Buy |
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|
2020
Q4 | $449K | Buy |
|