High Net Worth Advisory 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
Q2 | $25.2M | Buy |
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|
2025
Q1 | $22.2M | Buy |
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|
2024
Q4 | $22.2M | Buy |
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|
2024
Q3 | $21.4M | Sell |
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|
2024
Q2 | $21M | Buy |
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|
2024
Q1 | $20.2M | Buy |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $16.3M | Buy |
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|
2023
Q2 | $16.7M | Sell |
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|
2023
Q1 | $16.2M | Sell |
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|
2022
Q4 | $15.4M | Buy |
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|
2022
Q3 | $13.9M | Buy |
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|
2022
Q2 | $14.3M | Buy |
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|
2022
Q1 | $16.8M | Buy |
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|
2021
Q4 | $16.5M | Buy |
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