Inlet Private 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
Q3 | $424K | Buy |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $363K | Hold |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $362K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.46M | Hold |
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|
2021
Q4 | $1.54M | Hold |
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|
2021
Q3 | $1.39M | Hold |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.27M | Hold |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $493K | Buy |
|