Annex 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 | $2.7M | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $2.13M | Sell |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $839K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $613K | Buy |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $618K | Buy |
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|
2021
Q4 | $607K | Buy |
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|
2021
Q3 | $459K | Sell |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $307K | Sell |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $262K | Buy |
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