Ameliora 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
Q2 | $1.15M | Buy |
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|
2025
Q1 | $929K | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $813K | Buy |
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $186K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $106K | Buy |
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