Barnes Pettey Financial 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
$3.31M Buy
2025
Q1
$2.77M Sell
2024
Q4
$2.95M Sell
2024
Q3
$3M Buy
2024
Q2
$2.83M Sell
2024
Q1
$2.81M Sell
2023
Q4
$3.11M Buy
2023
Q3
$2.77M Sell
2023
Q2
$2.96M Buy
2023
Q1
$2.54M Hold
2022
Q4
$2.37M Buy
2022
Q3
$2.05M Buy
2022
Q2
$1.61M Buy
2022
Q1
$1.62M Buy
2021
Q4
$1.03M Buy