Carolina Wealth Advisors’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 | $331K | Buy |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $264K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.01K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Buy |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $25K | Hold |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $66K | Buy |
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