Delos Wealth Advisors’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 | $8.52K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $43.1K | Buy |
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|
2024
Q3 | $15.8K | Hold |
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|
2024
Q2 | $15K | Hold |
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|
2024
Q1 | $14.4K | Sell |
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|
2023
Q4 | $14.9K | Hold |
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|
2023
Q3 | $14.1K | Hold |
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|
2023
Q2 | $13.8K | Hold |
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|
2023
Q1 | $12.8K | Sell |
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|
2022
Q4 | $17.5K | Hold |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $22K | Sell |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | $19K | Buy |
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