Legacy Wealth Management (Mississippi)’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 | $949K | Sell |
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|
2025
Q2 | $932K | Hold |
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|
2025
Q1 | $843K | Sell |
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|
2024
Q4 | $2.15M | Hold |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $1.95M | Hold |
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|
2024
Q1 | $1.87M | Hold |
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|
2023
Q4 | $1.7M | Hold |
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|
2023
Q3 | $1.53M | Hold |
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|
2023
Q2 | $1.59M | Hold |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $1.41M | Hold |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $2.43M | Sell |
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|
2021
Q3 | $4.01M | Hold |
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|
2021
Q2 | $4M | Sell |
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|
2021
Q1 | $3.72M | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $3.21M | Hold |
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|
2020
Q2 | $2.96M | Hold |
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|
2020
Q1 | $2.47M | Hold |
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|
2019
Q4 | $3.09M | Buy |
|