Cherrydale 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 | $2.21M | Buy |
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|
2025
Q2 | $2.04M | Buy |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $921K | Buy |
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|
2023
Q2 | $951K | Sell |
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|
2023
Q1 | $978K | Buy |
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|
2022
Q4 | $910K | Sell |
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|
2022
Q3 | $4.19M | Buy |
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|
2022
Q2 | $4.41M | Buy |
|