Lakeridge 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
Q4
$809K Buy
2025
Q3
$788K Buy
2025
Q2
$703K Buy
2025
Q1
$599K Sell
2024
Q4
$635K Buy
2024
Q3
$621K Sell
2024
Q2
$783K Buy
2024
Q1
$641K Buy
2023
Q4
$410K Buy