Asset Planning Corporation’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 | $9.19M | Buy |
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|
2025
Q1 | $7.85M | Buy |
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|
2024
Q4 | $7.79M | Buy |
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|
2024
Q3 | $6.43M | Buy |
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|
2024
Q2 | $6.08M | Sell |
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|
2024
Q1 | $6.28M | Buy |
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|
2023
Q4 | $5.64M | Sell |
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|
2023
Q3 | $5.22M | Sell |
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|
2023
Q2 | $5.61M | Sell |
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|
2023
Q1 | $5.2M | Sell |
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|
2022
Q4 | $5.04M | Sell |
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|
2022
Q3 | $4.74M | Buy |
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|
2022
Q2 | $4.97M | Sell |
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|
2022
Q1 | $6.38M | Buy |
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|
2021
Q4 | $6.67M | Sell |
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|
2021
Q3 | $6.28M | Sell |
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|
2021
Q2 | $6.55M | Sell |
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|
2021
Q1 | $6.18M | Sell |
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|
2020
Q4 | $6.3M | Buy |
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