Defined 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
Q3 | $9.43M | Sell |
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|
2025
Q2 | $8.76M | Buy |
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|
2025
Q1 | $7.8M | Sell |
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|
2024
Q4 | $9.52M | Sell |
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|
2024
Q3 | $9.37M | Buy |
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|
2024
Q2 | $8.69M | Buy |
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|
2024
Q1 | $8.3M | Sell |
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|
2023
Q4 | $7.58M | Buy |
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|
2023
Q3 | $6.12M | Buy |
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|
2023
Q2 | $6.11M | Buy |
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|
2023
Q1 | $4.56M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $33K | Buy |
|