Legacy Wealth Asset Management’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 | $651K | Hold |
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|
2025
Q2 | $604K | Hold |
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|
2025
Q1 | $546K | Buy |
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|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $558K | Buy |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $502K | Buy |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $215K | Buy |
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