Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.56M | Sell |
|
|||||
|
2024
Q2 | $2.51M | Buy |
|
|||||
|
2024
Q1 | $2.38M | Buy |
|
|||||
|
2023
Q4 | $1.84M | Buy |
|
|||||
|
2023
Q3 | $1.63M | Buy |
|
|||||
|
2023
Q2 | $421K | Sell |
|
|||||
|
2023
Q1 | $392K | Hold |
|
|||||
|
2022
Q4 | $366K | Sell |
|
|||||
|
2022
Q3 | $345K | Buy |
|
|||||
|
2022
Q2 | $306K | Sell |
|
|||||
|
2022
Q1 | $382K | Buy |
|
|||||
|
2021
Q4 | $190K | Buy |
|