Cahill Wealth Management’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
Q1 | $681K | Buy |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $485K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $448K | Hold |
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|
2023
Q1 | $413K | Buy |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $363K | Hold |
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|
2022
Q1 | $434K | Buy |
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