Allegiance Financial Group Advisory Services’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 | $8.12M | Sell |
|
|||||
|
2025
Q2 | $8.64M | Sell |
|
|||||
|
2025
Q1 | $7.79M | Sell |
|
|||||
|
2024
Q4 | $8.97M | Sell |
|
|||||
|
2024
Q3 | $9.06M | Sell |
|
|||||
|
2024
Q2 | $8.89M | Sell |
|
|||||
|
2024
Q1 | $8.78M | Sell |
|
|||||
|
2023
Q4 | $7.99M | Sell |
|
|||||
|
2023
Q3 | $7.25M | Buy |
|
|||||
|
2023
Q2 | $7.35M | Sell |
|
|||||
|
2023
Q1 | $7M | Buy |
|
|||||
|
2022
Q4 | $6.11M | Buy |
|