Circle 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 | $88.2M | Buy |
|
|||||
|
2025
Q2 | $78.6M | Sell |
|
|||||
|
2025
Q1 | $75.5M | Buy |
|
|||||
|
2024
Q4 | $78.7M | Buy |
|
|||||
|
2024
Q3 | $58.3M | Buy |
|
|||||
|
2024
Q2 | $40.3M | Buy |
|
|||||
|
2024
Q1 | $3.19M | Buy |
|
|||||
|
2023
Q4 | $2.79M | Buy |
|
|||||
|
2023
Q3 | $2.49M | Buy |
|
|||||
|
2023
Q2 | $2.57M | Hold |
|
|||||
|
2023
Q1 | $2.37M | Buy |
|
|||||
|
2022
Q4 | $2.21M | Buy |
|
|||||
|
2022
Q3 | $2.05M | Buy |
|
|||||
|
2022
Q2 | $2.15M | Hold |
|
|||||
|
2022
Q1 | $2.58M | Buy |
|
|||||
|
2021
Q4 | $2.7M | Buy |
|
|||||
|
2021
Q3 | $2.42M | Buy |
|
|||||
|
2021
Q2 | $2.41M | Buy |
|
|||||
|
2021
Q1 | $2.22M | Hold |
|
|||||
|
2020
Q4 | $2.1M | Buy |
|
|||||
|
2020
Q3 | $1.86M | Buy |
|
|||||
|
2020
Q2 | $1.71M | Sell |
|
|||||
|
2020
Q1 | $1.5M | Buy |
|