Higgins & Schmidt Wealth Strategies’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
$318K Sell
2025
Q2
$310K Hold
2025
Q1
$280K Sell
2024
Q4
$294K Sell
2024
Q3
$384K Hold
2024
Q2
$364K Buy
2024
Q1
$340K Buy
2023
Q4
$278K Buy