Independent Wealth Network’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 | $4.05M | Buy |
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|
2025
Q2 | $3.31M | Sell |
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|
2025
Q1 | $3.12M | Sell |
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|
2024
Q4 | $3.64M | Buy |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.57M | Buy |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $720K | Buy |
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|
2023
Q1 | $632K | Buy |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.82M | Buy |
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|
2021
Q3 | $1.68M | Buy |
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