Concord Wealth Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13K Hold
2025
Q1
$12.6K Hold
2024
Q4
$12.6K Buy
2024
Q3
$1.61K Hold
2024
Q2
$1.48K Hold
2024
Q1
$1.52K Hold
2023
Q4
$1.41K Hold
2023
Q3
$1.23K Hold
2023
Q2
$1.29K Hold
2023
Q1
$1.21K Hold
2022
Q4
$1.15K Buy
2022
Q3
Sell
2022
Q2
$1K Hold
2022
Q1
$1K Hold
2021
Q4
$1K Buy