Clarity 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 | $2.22M | Buy |
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|
2025
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $981K | Sell |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $926K | Sell |
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|
2023
Q1 | $904K | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | $458K | Hold |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $504K | Buy |
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