Herold 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
$582K Buy
2025
Q2
$345K Sell
2025
Q1
$322K Sell
2024
Q4
$384K Sell
2024
Q3
$377K Buy
2022
Q2
Sell
2022
Q1
$20.8K Buy
2021
Q4
Sell
2021
Q3
$89K Buy