Guardian Financial Partners’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 | $21.2M | Sell |
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|
2025
Q2 | $20.4M | Sell |
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|
2025
Q1 | $18.7M | Sell |
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|
2024
Q4 | $20.6M | Sell |
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|
2024
Q3 | $20.6M | Sell |
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|
2024
Q2 | $21.5M | Sell |
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|
2024
Q1 | $21.4M | Sell |
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|
2023
Q4 | $20.6M | Sell |
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|
2023
Q3 | $19.4M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $21.7M | Sell |
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|
2022
Q4 | $22.6M | Sell |
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|
2022
Q3 | $22.9M | Buy |
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|
2022
Q2 | $19.4M | Sell |
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|
2022
Q1 | $22.1M | Sell |
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|
2021
Q4 | $29.2M | Buy |
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