Laurel Wealth Planning’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 | $14.2M | Buy |
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|
2025
Q2 | $13M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $9.92M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $9.49M | Buy |
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|
2023
Q3 | $7.53M | Buy |
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|
2023
Q2 | $6.92M | Sell |
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|
2023
Q1 | $6.43M | Sell |
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|
2022
Q4 | $6.67M | Buy |
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|
2022
Q3 | $6.15M | Buy |
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|
2022
Q2 | $6.46M | Buy |
|
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|
2022
Q1 | $7.16M | Sell |
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|
2021
Q4 | $7.8M | Sell |
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|
2021
Q3 | $7.62M | Sell |
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|
2021
Q2 | $7.74M | Sell |
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|
2021
Q1 | $7.18M | Buy |
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|
2020
Q4 | $6.25M | Buy |
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