Alaethes Wealth’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
$2.18M Buy
2025
Q1
$1.86M Buy
2024
Q4
$1.76M Sell
2024
Q3
$1.74M Buy
2024
Q2
$449K Hold
2024
Q1
$430K Sell
2023
Q4
$1.39M Buy
2023
Q3
$900K Sell
2023
Q2
$964K Buy
2023
Q1
$862K Buy