Lyell Wealth Management’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 | $5.52M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $435K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $335K | Hold |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $303K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $243K | Hold |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $251K | Buy |
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|
2019
Q3 | $232K | Hold |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $220K | Buy |
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