Bellwether 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 | $391K | Sell |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $375K | Hold |
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|
2024
Q3 | $367K | Hold |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $429K | Hold |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $439K | Hold |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q3 | $397K | Hold |
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|
2021
Q2 | $396K | Buy |
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|
2021
Q1 | $152K | Hold |
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|
2020
Q4 | $143K | Buy |
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