Confluence Wealth Services’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 | $1.87M | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.39M | Buy |
|
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $893K | Buy |
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|
2023
Q2 | $871K | Buy |
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|
2023
Q1 | $802K | Sell |
|
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|
2022
Q4 | $849K | Sell |
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|
2022
Q3 | $924K | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $948K | Sell |
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|
2021
Q4 | $2.13M | Buy |
|