Laurel Wealth Advisors (North Carolina)’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 | $4.07M | Buy |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.75M | Hold |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.45M | Hold |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $945K | Buy |
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|
2021
Q1 | $873K | Sell |
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|
2020
Q4 | $889K | Sell |
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|
2020
Q3 | $854K | Buy |
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|
2020
Q2 | $780K | Buy |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $456K | Sell |
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|
2019
Q3 | $435K | Buy |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $204K | Hold |
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|
2018
Q4 | $181K | Buy |
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