Mark Sheptoff Financial Planning’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 | $34.9K | Hold |
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|
2025
Q2 | $32.4K | Hold |
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|
2025
Q1 | $29.3K | Hold |
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|
2024
Q4 | $30.7K | Hold |
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|
2024
Q3 | $30.1K | Hold |
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|
2024
Q2 | $28.5K | Hold |
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|
2024
Q1 | $27.4K | Hold |
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|
2023
Q4 | $24.9K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $36K | Sell |
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|
2020
Q4 | $69K | Hold |
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|
2020
Q3 | $62K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $52K | Hold |
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|
2018
Q4 | $46K | Hold |
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|
2018
Q3 | $53K | Hold |
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|
2018
Q2 | $50K | Buy |
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