Crown Wealth Group’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
Q3 | $1.17M | Buy |
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|
2025
Q2 | $983K | Buy |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $473K | Buy |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $212K | Sell |
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|
2023
Q3 | $703K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $819K | Sell |
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|
2022
Q4 | $770K | Sell |
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|
2022
Q3 | $731K | Buy |
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|
2022
Q2 | $757K | Sell |
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|
2022
Q1 | $990K | Buy |
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|
2021
Q4 | $592K | Buy |
|