Evernest Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
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|
2025
Q4 | $10M | Sell |
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|
2025
Q3 | $9.93M | Buy |
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|
2025
Q2 | $5.69M | Sell |
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|
2025
Q1 | $5.37M | Sell |
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|
2024
Q4 | $15.4M | Sell |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $5.31M | Buy |
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|
2024
Q1 | $4.83M | Sell |
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|
2023
Q4 | $5.07M | Buy |
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|
2021
Q4 | $5.06M | Buy |
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