Congress 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 | $108M | Buy |
|
|||||
|
2025
Q1 | $39.2M | Buy |
|
|||||
|
2024
Q4 | $37.6M | Buy |
|
|||||
|
2024
Q3 | $34.4M | Buy |
|
|||||
|
2024
Q2 | $21M | Sell |
|
|||||
|
2024
Q1 | $21.1M | Buy |
|
|||||
|
2023
Q4 | $19.2M | Sell |
|
|||||
|
2023
Q3 | $18.2M | Sell |
|
|||||
|
2023
Q2 | $19.2M | Sell |
|
|||||
|
2023
Q1 | $18.6M | Buy |
|
|||||
|
2022
Q4 | $2.5M | Sell |
|
|||||
|
2022
Q3 | $7.75M | Buy |
|
|||||
|
2022
Q2 | $8.1M | Sell |
|
|||||
|
2022
Q1 | $9.72M | Buy |
|
|||||
|
2021
Q4 | $9.93M | Buy |
|