GoalVest 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 | $160M | Buy |
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|
2025
Q2 | $136M | Buy |
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|
2025
Q1 | $123M | Buy |
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|
2024
Q4 | $127M | Buy |
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|
2024
Q3 | $121M | Sell |
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|
2024
Q2 | $115M | Buy |
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|
2024
Q1 | $100M | Buy |
|
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|
2023
Q4 | $84.8M | Buy |
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|
2023
Q3 | $71.7M | Buy |
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|
2023
Q2 | $70.6M | Buy |
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|
2023
Q1 | $49.7M | Buy |
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|
2022
Q4 | $37.9M | Buy |
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|
2022
Q3 | $33.5M | Buy |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $5.75M | Buy |
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|
2021
Q2 | $4.39M | Buy |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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