Burkett Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.6K | Hold |
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|
2026
Q1 | $21.3K | Hold |
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|
2025
Q4 | $22.3K | Sell |
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|
2025
Q3 | $99.8K | Hold |
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|
2025
Q2 | $92.6K | Sell |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $126K | Buy |
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|
2024
Q3 | $120K | Buy |
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|
2024
Q2 | $110K | Sell |
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|
2024
Q1 | $109K | Buy |
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|
2023
Q4 | $96.4K | Buy |
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