LGT 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
Q3 | $359K | Sell |
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|
2025
Q2 | $333K | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $330K | Buy |
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