Exeter Financial’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 | $1.39M | Hold |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.11M | Hold |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $967K | Hold |
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|
2023
Q3 | $873K | Buy |
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|
2023
Q2 | $894K | Buy |
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|
2023
Q1 | $823K | Buy |
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|
2022
Q4 | $606K | Sell |
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|
2022
Q3 | $869K | Sell |
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|
2022
Q2 | $936K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $638K | Buy |
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|
2021
Q2 | $513K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $240K | Buy |
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