Guardian Wealth Advisors (Minnesota)’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
$440K Sell
2025
Q1
$404K Sell
2024
Q4
$493K Buy
2024
Q3
$404K Buy
2024
Q2
$382K Buy
2024
Q1
$314K Hold
2023
Q4
$285K Buy
2023
Q3
$254K Buy
2023
Q2
$260K Buy