Briaud Financial 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
Q3 | – | Sell |
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|
2025
Q2 | $82K | Hold |
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|
2025
Q1 | $74K | Hold |
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|
2024
Q4 | $78K | Buy |
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|
2024
Q3 | $2K | Hold |
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|
2024
Q2 | $2K | Hold |
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|
2024
Q1 | $3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $289 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Buy |
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