Joseph Group Capital 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 | $146K | Sell |
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|
2025
Q2 | $173K | Buy |
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|
2025
Q1 | $115K | Buy |
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|
2024
Q4 | $120K | Buy |
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|
2024
Q3 | $116K | Buy |
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|
2024
Q2 | $83K | Hold |
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|
2024
Q1 | $79.8K | Buy |
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|
2023
Q4 | $71.6K | Hold |
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|
2023
Q3 | $64.4K | Hold |
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|
2023
Q2 | $66.8K | Sell |
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|
2023
Q1 | $67.3K | Sell |
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|
2022
Q4 | $197K | Buy |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Buy |
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