Financial Perspectives’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 | $2.65M | Sell |
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|
2025
Q1 | $3.08M | Sell |
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|
2024
Q4 | $3.27M | Buy |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $2.88M | Hold |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $2.48M | Buy |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $2.23M | Hold |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.7M | Sell |
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|
2022
Q1 | $3.63M | Sell |
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|
2021
Q4 | $3.88M | Buy |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.14M | Sell |
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|
2021
Q1 | $5.43M | Buy |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $1.64M | Sell |
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|
2020
Q2 | $1.6M | Hold |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $25.7K | Buy |
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