Alta Wealth 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 | $443K | Sell |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $470K | Hold |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $428K | Hold |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $480K | Hold |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $447K | Hold |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $577K | Sell |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $585K | Sell |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $630K | Sell |
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|
2020
Q4 | $596K | Buy |
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