Essential Planning’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 | $644K | Buy |
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|
2025
Q2 | $597K | Hold |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $39.6M | Buy |
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|
2024
Q3 | $680K | Sell |
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|
2024
Q2 | $646K | Buy |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $215K | Buy |
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