Jentner Corp’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
Q2 | $375K | Hold |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $270K | Hold |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $213K | Buy |
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