Legacy Financial 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
Q2
$439K Buy
2025
Q1
$394K Sell
2024
Q4
$420K Buy
2019
Q2
Sell
2019
Q1
$59K Hold
2018
Q4
$52K Hold
2018
Q3
$60K Hold
2018
Q2
$58K Hold
2018
Q1
$55K Buy
2017
Q4
$23K Buy