Accretive Wealth Partners’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
Q2 | $1.04M | Hold |
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|
2025
Q1 | $939K | Buy |
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|
2024
Q4 | $512K | Hold |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $743K | Hold |
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|
2024
Q1 | $698K | Hold |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $334K | Buy |
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