Laidlaw Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $512K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $5.07M | Buy |
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|
2023
Q1 | $4.61M | Sell |
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|
2022
Q4 | $4.76M | Sell |
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|
2022
Q3 | $4.67M | Buy |
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|
2022
Q2 | $4.71M | Sell |
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|
2022
Q1 | $5.72M | Sell |
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|
2021
Q4 | $6.21M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.74M | Buy |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $302K | Buy |
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