Delap Wealth Advisory’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
$757K Sell
2025
Q1
$866K Buy
2024
Q4
$618K Buy
2024
Q3
Sell
2024
Q2
$281K Sell
2024
Q1
$1.93M Buy
2023
Q4
$545K Buy
2023
Q3
$204K Hold
2023
Q2
$211K Buy