Journey Strategic Wealth’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 | $15.6M | Buy |
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|
2025
Q1 | $7.04M | Buy |
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|
2024
Q4 | $6.58M | Sell |
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|
2024
Q3 | $6.63M | Buy |
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|
2024
Q2 | $5.45M | Sell |
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|
2024
Q1 | $5.46M | Buy |
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|
2023
Q4 | $4.47M | Buy |
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|
2023
Q3 | $4.01M | Sell |
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|
2023
Q2 | $5.47M | Sell |
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|
2023
Q1 | $5.47M | Buy |
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|
2022
Q4 | $5.03M | Buy |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $1.16M | Buy |
|