Investmark Advisory Group’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
$821K Buy
2025
Q2
$759K Hold
2025
Q1
$687K Buy
2024
Q4
$718K Buy
2024
Q3
$698K Buy
2024
Q2
$660K Sell
2024
Q1
$634K Buy
2023
Q4
$575K Buy
2022
Q1
Sell
2021
Q4
$68K Buy