Graves Light Lenhart Wealth’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 | $1.07M | Buy |
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|
2025
Q2 | $986K | Buy |
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|
2025
Q1 | $872K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $966K | Sell |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $875K | Sell |
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|
2023
Q3 | $802K | Sell |
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|
2023
Q2 | $830K | Buy |
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|
2023
Q1 | $757K | Sell |
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|
2022
Q4 | $730K | Buy |
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|
2022
Q3 | $682K | Hold |
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|
2022
Q2 | $720K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.26M | Hold |
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|
2021
Q3 | $1.14M | Hold |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $994K | Buy |
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|
2020
Q2 | $908K | Buy |
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|
2020
Q1 | $730K | Buy |
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|
2019
Q4 | $809K | Buy |
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|
2019
Q3 | $755K | Buy |
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|
2019
Q2 | $459K | Buy |
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|
2019
Q1 | $304K | Buy |
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