Hemington 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
$3.59M Hold
2025
Q2
$3.33M Hold
2025
Q1
$3.01M Sell
2024
Q4
$3.16M Buy
2024
Q3
$3.06M Buy
2024
Q2
$2.92M Buy
2024
Q1
$2.8M Hold
2023
Q4
$2.55M Sell
2023
Q3
$2.31M Sell
2023
Q2
$2.75M Buy
2023
Q1
$2.2M Hold
2022
Q4
$2.05M Sell
2022
Q3
$2.1M Sell
2022
Q2
$2.35M Sell
2022
Q1
$2.93M Buy
2021
Q4
$2.34M Sell
2021
Q3
$2.71M Hold
2021
Q2
$2.71M Sell
2021
Q1
$2.51M Buy
2020
Q4
$2.34M Buy