KWB Wealth’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.1M | Hold |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $975K | Hold |
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|
2023
Q2 | $975K | Sell |
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|
2023
Q1 | $891K | Hold |
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|
2022
Q4 | $891K | Sell |
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|
2022
Q3 | $801K | Sell |
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|
2022
Q2 | $858K | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.81M | Hold |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $2.23M | Buy |
|