Collaborative 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 | $786K | Sell |
|
|||||
|
2025
Q1 | $750K | Buy |
|
|||||
|
2024
Q4 | $760K | Sell |
|
|||||
|
2024
Q3 | $752K | Sell |
|
|||||
|
2024
Q2 | $729K | Sell |
|
|||||
|
2024
Q1 | $763K | Sell |
|
|||||
|
2023
Q4 | $771K | Buy |
|
|||||
|
2023
Q3 | $673K | Hold |
|
|||||
|
2023
Q2 | $698K | Sell |
|
|||||
|
2023
Q1 | $869K | Sell |
|
|||||
|
2022
Q4 | $861K | Sell |
|
|||||
|
2022
Q3 | $866K | Sell |
|
|||||
|
2022
Q2 | $952K | Buy |
|
|||||
|
2021
Q4 | $1.32M | Buy |
|
|||||
|
2021
Q1 | $1.24M | Buy |
|