Ashford 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 | $388K | Buy |
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|
2025
Q1 | $721K | Hold |
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|
2024
Q4 | $755K | Hold |
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|
2024
Q3 | $740K | Hold |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $746K | Hold |
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|
2023
Q4 | $678K | Hold |
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|
2023
Q3 | $609K | Buy |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $314K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $248K | Buy |
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