Geometric Wealth Advisors’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 | $1.42M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.15M | Hold |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $908K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $781K | Buy |
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|
2022
Q4 | $570K | Buy |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $819K | Buy |
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|
2021
Q4 | $713K | Buy |
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