CreativeOne Wealth’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 | $31.4M | Buy |
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|
2025
Q1 | $22.7M | Buy |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $9.5M | Buy |
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|
2024
Q2 | $7.23M | Sell |
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|
2024
Q1 | $8.46M | Buy |
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|
2023
Q4 | $6.45M | Buy |
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|
2023
Q3 | $5.65M | Sell |
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|
2023
Q2 | $8.08M | Buy |
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|
2023
Q1 | $6.06M | Buy |
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|
2022
Q4 | $4.15M | Buy |
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|
2022
Q3 | $2.96M | Sell |
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|
2022
Q2 | $3.41M | Buy |
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|
2022
Q1 | $3.34M | Buy |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $928K | Buy |
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|
2020
Q2 | $815K | Sell |
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|
2020
Q1 | $948K | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $867K | Buy |
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|
2019
Q2 | $743K | Buy |
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|
2019
Q1 | $503K | Sell |
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|
2018
Q4 | $458K | Sell |
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|
2018
Q3 | $533K | Sell |
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|
2018
Q2 | $500K | Buy |
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|
2018
Q1 | $250K | Buy |
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