Focused Wealth Management’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 | $849K | Buy |
|
|||||
|
2025
Q2 | $714K | Sell |
|
|||||
|
2025
Q1 | $663K | Buy |
|
|||||
|
2024
Q4 | $214K | Sell |
|
|||||
|
2024
Q3 | $592K | Buy |
|
|||||
|
2024
Q2 | $220K | Buy |
|
|||||
|
2024
Q1 | $211K | Buy |
|
|||||
|
2023
Q4 | $181K | Sell |
|
|||||
|
2023
Q3 | $762K | Sell |
|
|||||
|
2023
Q2 | $801K | Buy |
|
|||||
|
2023
Q1 | $736K | Sell |
|
|||||
|
2022
Q4 | $750K | Buy |
|
|||||
|
2022
Q3 | $701K | Buy |
|
|||||
|
2022
Q2 | $665K | Sell |
|
|||||
|
2022
Q1 | $7.79M | Buy |
|
|||||
|
2021
Q4 | $152K | Buy |
|
|||||
|
2021
Q3 | $118K | Buy |
|
|||||
|
2021
Q2 | $118K | Buy |
|
|||||
|
2021
Q1 | $101K | Hold |
|
|||||
|
2020
Q4 | $95K | Sell |
|
|||||
|
2020
Q3 | $104K | Buy |
|
|||||
|
2020
Q2 | $96K | Hold |
|
|||||
|
2020
Q1 | $80K | Sell |
|
|||||
|
2019
Q4 | $120K | Buy |
|
|||||
|
2019
Q3 | $51K | Buy |
|
|||||
|
2019
Q2 | $50K | Hold |
|
|||||
|
2019
Q1 | $48K | Sell |
|
|||||
|
2018
Q4 | $92K | Buy |
|
|||||
|
2018
Q3 | $107K | Buy |
|
|||||
|
2018
Q2 | $100K | Sell |
|
|||||
|
2018
Q1 | $102K | Buy |
|
|||||
|
2017
Q4 | $86K | Hold |
|
|||||
|
2017
Q3 | $81K | Buy |
|
|||||
|
2017
Q2 | $78K | Buy |
|
|||||
|
2017
Q1 | $34K | Hold |
|
|||||
|
2016
Q4 | $33K | Sell |
|
|||||
|
2016
Q3 | $53K | Sell |
|
|||||
|
2016
Q2 | $70K | Sell |
|
|||||
|
2016
Q1 | $165K | Sell |
|
|||||
|
2015
Q4 | $221K | Buy |
|
|||||
|
2015
Q3 | $207K | Buy |
|
|||||
|
2015
Q2 | $222K | Sell |
|
|||||
|
2015
Q1 | $225K | Buy |
|
|||||
|
2014
Q4 | $223K | Buy |
|
|||||
|
2014
Q3 | $163K | Buy |
|
|||||
|
2014
Q2 | $162K | Buy |
|
|||||
|
2014
Q1 | $126K | Buy |
|
|||||
|
2013
Q4 | $38K | Sell |
|
|||||
|
2013
Q3 | $155K | Buy |
|