Addison Advisors’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 | $823K | Buy |
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|
2025
Q1 | $648K | Hold |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $859K | Buy |
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|
2024
Q2 | $793K | Buy |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $29.9K | Sell |
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|
2022
Q3 | $56K | Buy |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q4 | $33K | Buy |
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