ERTS 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
Sell
2025
Q1
$582K Sell
2024
Q4
$1.2M Buy
2024
Q3
$541K Hold
2024
Q2
$513K Hold
2024
Q1
$493K Buy
2019
Q1
Sell
2018
Q4
$20K Buy