Atticus 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
$982K Buy
2025
Q1
$464K Buy
2024
Q4
$486K Sell
2024
Q3
$495K Buy
2024
Q2
$469K Hold
2024
Q1
$451K Buy
2023
Q4
$409K Sell
2023
Q3
$438K Buy
2023
Q2
$453K Buy
2023
Q1
$114K Buy
2022
Q4
$99.1K Buy
2022
Q3
$85K Hold
2022
Q2
$85K Buy
2022
Q1
$54K Buy