Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $933K | Hold |
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|
2023
Q4 | $933K | Hold |
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|
2023
Q3 | $839K | Buy |
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|
2023
Q2 | $868K | Hold |
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|
2023
Q1 | $802K | Sell |
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|
2022
Q4 | $759K | Sell |
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|
2022
Q3 | $711K | Buy |
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|
2022
Q2 | $710K | Sell |
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|
2022
Q1 | $955K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $821K | Sell |
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|
2021
Q2 | $873K | Hold |
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|
2021
Q1 | $808K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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