Elk River 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 | $675K | Hold |
|
|||||
|
2025
Q2 | $626K | Hold |
|
|||||
|
2025
Q1 | $565K | Hold |
|
|||||
|
2024
Q4 | $592K | Hold |
|
|||||
|
2024
Q3 | $582K | Hold |
|
|||||
|
2024
Q2 | $552K | Sell |
|
|||||
|
2024
Q1 | $532K | Sell |
|
|||||
|
2023
Q4 | $487K | Buy |
|
|||||
|
2023
Q3 | $437K | Hold |
|
|||||
|
2023
Q2 | $453K | Hold |
|
|||||
|
2023
Q1 | $417K | Hold |
|
|||||
|
2022
Q4 | $389K | Sell |
|
|||||
|
2022
Q3 | $367K | Sell |
|
|||||
|
2022
Q2 | $488K | Sell |
|
|||||
|
2022
Q1 | $612K | Sell |
|
|||||
|
2021
Q4 | $663K | Buy |
|
|||||
|
2021
Q3 | $573K | Sell |
|
|||||
|
2021
Q2 | $610K | Buy |
|
|||||
|
2021
Q1 | $523K | Sell |
|
|||||
|
2020
Q4 | $516K | Buy |
|