Landmark Wealth Management (New York)’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 | $40.5M | Sell |
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|
2025
Q2 | $38.5M | Sell |
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|
2025
Q1 | $35.5M | Buy |
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|
2024
Q4 | $35.2M | Sell |
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|
2024
Q3 | $35.4M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $33M | Sell |
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|
2023
Q4 | $30.9M | Buy |
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|
2023
Q3 | $26.6M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $27.9M | Buy |
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|
2022
Q4 | $20.3M | Sell |
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|
2022
Q3 | $23.2M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $37M | Buy |
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|
2021
Q4 | $42K | Buy |
|