Chesapeake 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
Q2 | $976K | Hold |
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|
2025
Q1 | $883K | Sell |
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|
2024
Q4 | $976K | Buy |
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|
2024
Q3 | $584K | Hold |
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|
2024
Q2 | $553K | Buy |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $453K | Hold |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $395K | Sell |
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|
2020
Q3 | $361K | Hold |
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|
2020
Q2 | $333K | Sell |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $477K | Buy |
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