Adams 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
Q2 | $11.5M | Buy |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $9.89M | Buy |
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|
2024
Q1 | $9.15M | Sell |
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|
2023
Q4 | $8.75M | Sell |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $9.81M | Sell |
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|
2023
Q1 | $9.37M | Sell |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $2.96M | Buy |
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