LWM Advisory Services’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 | $333K | Hold |
|
|||||
|
2025
Q1 | $302K | Buy |
|
|||||
|
2024
Q4 | $263K | Hold |
|
|||||
|
2024
Q3 | $258K | Hold |
|
|||||
|
2024
Q2 | $245K | Hold |
|
|||||
|
2024
Q1 | $235K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $361K | Buy |
|
|||||
|
2022
Q4 | $312K | Buy |
|
|||||
|
2022
Q3 | $289K | Buy |
|
|||||
|
2022
Q2 | $305K | Sell |
|
|||||
|
2022
Q1 | $386K | Sell |
|
|||||
|
2021
Q4 | $471K | Buy |
|