Ledgewood Wealth 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
$5.34M Sell
2025
Q2
$4.96M Buy
2025
Q1
$4.49M Buy
2024
Q4
$4.68M Buy
2024
Q3
$4.58M Buy
2024
Q2
$4.35M Buy
2024
Q1
$4.17M Sell
2023
Q4
$3.8M Buy