Flagship Private Wealth’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 | $235K | Hold |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $348K | Buy |
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