HB Wealth Management’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 | $117M | Buy |
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|
2025
Q2 | $96.1M | Buy |
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|
2025
Q1 | $85.8M | Buy |
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|
2024
Q4 | $83.6M | Buy |
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|
2024
Q3 | $79.9M | Buy |
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|
2024
Q2 | $73.6M | Buy |
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|
2024
Q1 | $68M | Buy |
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|
2023
Q4 | $57.6M | Buy |
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|
2023
Q3 | $24.1M | Sell |
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|
2023
Q2 | $26.7M | Buy |
|
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|
2023
Q1 | $23.9M | Sell |
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|
2022
Q4 | $22.5M | Buy |
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|
2022
Q3 | $20.7M | Buy |
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|
2022
Q2 | $19.5M | Sell |
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|
2022
Q1 | $33.8M | Buy |
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|
2021
Q4 | $30.5M | Buy |
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