Aprio 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 | $3.1M | Buy |
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|
2025
Q1 | $2.8M | Buy |
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|
2024
Q4 | $539K | Buy |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $753K | Sell |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | $306K | Buy |
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