Melone Private Wealth’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 | $1.32M | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.22M | Hold |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $961K | Buy |
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|
2023
Q2 | $997K | Hold |
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|
2023
Q1 | $916K | Sell |
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|
2022
Q4 | $877K | Buy |
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|
2022
Q3 | $855K | Sell |
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|
2022
Q2 | $892K | Buy |
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|
2022
Q1 | $981K | Sell |
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|
2021
Q4 | $1.1M | Buy |
|