Heartwood Wealth Advisors’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 | $679K | Buy |
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|
2025
Q2 | $544K | Hold |
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|
2025
Q1 | $492K | Hold |
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|
2024
Q4 | $516K | Hold |
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|
2024
Q3 | $505K | Hold |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $359K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $720K | Buy |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $326K | Buy |
|