Concord Wealth 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 | $1.62M | Buy |
|
|||||
|
2025
Q1 | $523K | Buy |
|
|||||
|
2024
Q4 | $496K | Buy |
|
|||||
|
2024
Q3 | $335K | Buy |
|
|||||
|
2024
Q2 | $261K | Hold |
|
|||||
|
2024
Q1 | $251K | Buy |
|
|||||
|
2023
Q4 | $219K | Buy |
|
|||||
|
2023
Q3 | $148K | Buy |
|
|||||
|
2023
Q2 | $61.3K | Buy |
|
|||||
|
2023
Q1 | $35.6K | Buy |
|
|||||
|
2022
Q4 | $33.2K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $28K | Buy |
|
|||||
|
2022
Q1 | $19K | Buy |
|
|||||
|
2021
Q4 | $15K | Buy |
|
|||||
|
2021
Q3 | $2K | Hold |
|
|||||
|
2021
Q2 | $2K | Sell |
|
|||||
|
2021
Q1 | $7K | Buy |
|