IVC Wealth Advisors’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
$426K Buy
2025
Q1
Sell
2024
Q4
$218K Buy
2023
Q1
Sell
2022
Q4
$8K Buy
2021
Q1
Sell
2020
Q4
$275K Buy