ClientFirst 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 | $3.93M | Buy |
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|
2025
Q1 | $3.53M | Hold |
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|
2024
Q4 | $3.7M | Buy |
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|
2023
Q3 | $2.79M | Hold |
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|
2023
Q2 | $2.88M | Hold |
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|
2023
Q1 | $2.61M | Hold |
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|
2022
Q4 | $2.45M | Hold |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.37M | Buy |
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|
2022
Q1 | $2.5M | Hold |
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|
2021
Q4 | $2.53M | Buy |
|