Madison Wealth Partners’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
$1.48M Buy
2025
Q1
$1.14M Buy
2024
Q4
$1.2M Sell
2024
Q3
$1.18M Buy
2024
Q2
$888K Buy
2024
Q1
$824K Sell
2023
Q4
$764K Buy
2023
Q3
$573K Hold
2023
Q2
$594K Sell
2023
Q1
$567K Buy
2022
Q4
$512K Sell
2022
Q3
$532K Buy
2022
Q2
$550K Buy
2022
Q1
$214K Hold
2021
Q4
$225K Buy