Curated Wealth Partners’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 | $38.2M | Buy |
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|
2025
Q2 | $32.2M | Buy |
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|
2025
Q1 | $27.5M | Buy |
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|
2024
Q4 | $26.1M | Buy |
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|
2024
Q3 | $23.5M | Buy |
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|
2024
Q2 | $20.7M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $8.4M | Buy |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $3.42M | Buy |
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|
2022
Q4 | $2.36M | Sell |
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|
2022
Q3 | $3.17M | Buy |
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|
2022
Q2 | $2.71M | Buy |
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|
2022
Q1 | $1.87M | Hold |
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|
2021
Q4 | $1.87M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $378K | Buy |
|