High Note Wealth’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 | $369K | Hold |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $380K | Hold |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $328K | Hold |
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|
2022
Q4 | $306K | Hold |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $288K | Buy |
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