Insight Wealth Strategies’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 | $679K | Buy |
|
|||||
2025
Q2 | $611K | Sell |
|
|||||
2025
Q1 | $574K | Buy |
|
|||||
2024
Q4 | $599K | Sell |
|
|||||
2024
Q3 | $1.27M | Sell |
|
|||||
2024
Q2 | $1.26M | Buy |
|
|||||
2024
Q1 | $1.13M | Buy |
|
|||||
2023
Q4 | $525K | Buy |
|
|||||
2023
Q3 | $466K | Buy |
|
|||||
2023
Q2 | $456K | Sell |
|
|||||
2023
Q1 | $428K | Buy |
|
|||||
2022
Q4 | $391K | Buy |
|
|||||
2022
Q3 | $349K | Hold |
|
|||||
2022
Q2 | $349K | Hold |
|
|||||
2022
Q1 | $417K | Buy |
|
|||||
2021
Q4 | $438K | Buy |
|
|||||
2021
Q3 | $393K | Buy |
|
|||||
2021
Q2 | $390K | Sell |
|
|||||
2021
Q1 | $378K | Buy |
|
|||||
2020
Q4 | $356K | Buy |
|
|||||
2020
Q3 | $316K | Buy |
|
|||||
2020
Q2 | $282K | Sell |
|
|||||
2020
Q1 | $290K | Sell |
|
|||||
2019
Q4 | $609K | Buy |
|
|||||
2019
Q3 | $296K | Sell |
|
|||||
2019
Q2 | $401K | Buy |
|