Compass 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 | – | Sell |
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|
2025
Q1 | $13.9K | Sell |
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|
2024
Q4 | $21.6K | Hold |
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|
2024
Q3 | $21.1K | Sell |
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|
2024
Q2 | $49K | Buy |
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|
2024
Q1 | $8.65K | Hold |
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|
2023
Q4 | $7.86K | Hold |
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|
2023
Q3 | $7.07K | Hold |
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|
2023
Q2 | $7.33K | Hold |
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|
2023
Q1 | $6.77K | Hold |
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|
2022
Q4 | $6.32K | Buy |
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