Geneos Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $85K | Buy |
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|
2025
Q2 | $80.2K | Sell |
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|
2025
Q1 | $171K | Buy |
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|
2024
Q4 | $62.3K | Hold |
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|
2024
Q3 | $64.5K | Buy |
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|
2024
Q2 | $35K | Hold |
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|
2024
Q1 | $35.9K | Buy |
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|
2023
Q4 | $22.3K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $12K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $46K | Buy |
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|
2019
Q4 | $17K | Buy |
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