Integris 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 | $638K | Buy |
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|
2025
Q2 | $449K | Hold |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $229K | Buy |
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