Global Wealth Management Investment Advisory’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 | $1.62M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $27.4K | Buy |
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|
2023
Q3 | $22.9K | Buy |
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|
2023
Q2 | $21.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | $8K | Sell |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $25K | Sell |
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|
2021
Q1 | $26K | Sell |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $36K | Sell |
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|
2019
Q4 | $46K | Sell |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | $44K | Sell |
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|
2019
Q1 | $110K | Sell |
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|
2018
Q4 | $296K | Buy |
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