Alterna Wealth Management’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
$2.07M Sell
2025
Q2
$2.07M Buy
2025
Q1
$1.79M Buy
2024
Q4
$1.85M Hold
2024
Q3
$1.82M Buy
2024
Q2
$822K Sell
2024
Q1
$1.48M Sell
2023
Q4
$2.69M Sell
2023
Q3
$2.54M Sell
2023
Q2
$2.82M Buy
2023
Q1
$2.24M Buy
2022
Q4
$1.23M Hold
2022
Q3
$1.15M Buy
2022
Q2
$1.01M Buy
2022
Q1
$727K Buy
2019
Q1
Sell
2018
Q4
$419K Buy