Brandywine Oak Private Wealth’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 | $807K | Buy |
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|
2025
Q1 | $668K | Hold |
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|
2024
Q4 | $701K | Buy |
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|
2024
Q3 | $517K | Buy |
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|
2024
Q2 | $488K | Hold |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $528K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $356K | Hold |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q2 | $225K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $51K | Buy |
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