ALM First Financial 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 | $132M | Hold |
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|
2025
Q1 | $120M | Sell |
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|
2024
Q4 | $132M | Hold |
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|
2024
Q3 | $132M | Buy |
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|
2024
Q2 | $113M | Buy |
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|
2024
Q1 | $112M | Buy |
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|
2023
Q4 | $103M | Sell |
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|
2023
Q3 | $104M | Buy |
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|
2023
Q2 | $107M | Buy |
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|
2023
Q1 | $94.1M | Buy |
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|
2022
Q4 | $83.6M | Buy |
|