Encompass Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $990K | Buy |
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|
2023
Q2 | $679K | Buy |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $337K | Hold |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $364K | Hold |
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|
2021
Q3 | $338K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $298K | Buy |
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