Axxcess 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 | $17.1M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $7.47M | Buy |
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|
2024
Q3 | $6.79M | Buy |
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|
2024
Q2 | $5.55M | Buy |
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|
2024
Q1 | $4.34M | Buy |
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|
2023
Q4 | $3.52M | Sell |
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|
2023
Q3 | $3.19M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $637K | Sell |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $554K | Hold |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $657K | Buy |
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