Everhart Financial Group’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 | $4.84M | Buy |
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|
2025
Q2 | $3.84M | Buy |
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|
2025
Q1 | $2.65M | Buy |
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|
2024
Q4 | $2.16M | Buy |
|
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|
2024
Q3 | $2.1M | Buy |
|
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|
2024
Q2 | $1.97M | Sell |
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|
2024
Q1 | $2.03M | Buy |
|
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.46M | Buy |
|
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|
2023
Q2 | $1.4M | Buy |
|
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|
2023
Q1 | $1.29M | Buy |
|
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.13M | Buy |
|
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $995K | Buy |
|