Columbia Advisory Partners’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 | – | Sell |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $918K | Sell |
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|
2023
Q3 | $944K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $532K | Sell |
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|
2021
Q4 | $591K | Buy |
|