Lake Street Private 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 | $6.83M | Buy |
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|
2025
Q1 | $4.03M | Sell |
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|
2024
Q4 | $7.05M | Buy |
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|
2024
Q3 | $3.15M | Sell |
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|
2024
Q2 | $4.88M | Buy |
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|
2024
Q1 | $4.47M | Buy |
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|
2023
Q4 | $4.05M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $3M | Buy |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $5.45M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $2.02M | Buy |
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