Helen Stephens Group’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 | $2.06M | Buy |
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|
2025
Q2 | $1.9M | Hold |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.82M | Buy |
|
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $448K | Hold |
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|
2023
Q1 | $413K | Buy |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | $464K | Buy |
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