CarsonAllaria 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
Q3 | – | Sell |
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|
2025
Q2 | $99K | Buy |
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|
2025
Q1 | $77.5K | Hold |
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|
2024
Q4 | $81.1K | Buy |
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|
2024
Q3 | $79K | Hold |
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|
2024
Q2 | $74.6K | Hold |
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|
2024
Q1 | $71.7K | Buy |
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|
2023
Q4 | $65K | Buy |
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|
2023
Q3 | $39.4K | Hold |
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|
2023
Q2 | $40.9K | Hold |
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|
2023
Q1 | $37.7K | Sell |
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|
2022
Q4 | $109K | Buy |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $44K | Buy |
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