Lakeside Advisors’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
Q3 | $524K | Buy |
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|
2025
Q2 | $426K | Hold |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $739K | Hold |
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|
2024
Q2 | $700K | Hold |
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|
2024
Q1 | $673K | Hold |
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|
2023
Q4 | $612K | Hold |
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|
2023
Q3 | $550K | Hold |
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|
2023
Q2 | $570K | Hold |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $1.94M | Hold |
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|
2021
Q4 | $2.04M | Buy |
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