EPG 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 | $17.1K | Sell |
|
|||||
|
2025
Q2 | $65.3K | Buy |
|
|||||
|
2025
Q1 | $42.7K | Hold |
|
|||||
|
2024
Q4 | $44.7K | Sell |
|
|||||
|
2024
Q3 | $44.3K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $12K | Buy |
|
|||||
|
2023
Q4 | $6.81K | Hold |
|
|||||
|
2023
Q3 | $5.89K | Hold |
|
|||||
|
2023
Q2 | $6.11K | Hold |
|
|||||
|
2023
Q1 | $5.64K | Hold |
|
|||||
|
2022
Q4 | $5.27K | Hold |
|
|||||
|
2022
Q3 | $5K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $29K | Hold |
|
|||||
|
2021
Q4 | $31K | Buy |
|
|||||
|
2021
Q3 | $22K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $13K | Hold |
|
|||||
|
2019
Q4 | $17K | Buy |
|