Compass Ion 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
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.72M | Hold |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $2.25M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $316K | Sell |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $497K | Buy |
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|
2021
Q1 | $418K | Buy |
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|
2020
Q4 | $345K | Buy |
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