Horizons 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 | $570K | Sell |
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|
2025
Q2 | $532K | Buy |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $128K | Hold |
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|
2023
Q4 | $128K | Sell |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $123K | Buy |
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|
2023
Q1 | $62.1K | Sell |
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|
2022
Q4 | $60K | Hold |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $67K | Buy |
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