Bernardo Wealth Planning’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 | $1.24M | Hold |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $978K | Buy |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $761K | Buy |
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|
2023
Q1 | $695K | Sell |
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|
2022
Q4 | $774K | Buy |
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|
2022
Q3 | $748K | Hold |
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|
2022
Q2 | $754K | Buy |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.27M | Hold |
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|
2020
Q3 | $1.14M | Buy |
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