Joseph P. Lucia & Associates’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 | $891K | Buy |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $453K | Hold |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $468K | Hold |
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|
2024
Q2 | $443K | Buy |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $198K | Hold |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $166K | Sell |
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|
2021
Q2 | $172K | Hold |
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|
2021
Q1 | $159K | Hold |
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|
2020
Q4 | $150K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $34K | Buy |
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