Linscomb Wealth’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 | $2.2M | Sell |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.13M | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.74M | Buy |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $975K | Sell |
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|
2020
Q1 | $955K | Buy |
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|
2019
Q4 | $717K | Buy |
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