Measured Wealth Private Client Group’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
$378K Hold
2025
Q1
$342K Sell
2024
Q4
$366K Buy
2024
Q3
$343K Sell
2024
Q2
$441K Hold
2024
Q1
$423K Sell
2023
Q4
$734K Buy
2023
Q3
$642K Buy
2018
Q4
Sell
2018
Q3
$50K Buy