Meritas 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
Q3
$286K Sell
2025
Q2
$284K Hold
2025
Q1
$257K Buy
2024
Q4
$269K Sell
2024
Q3
$269K Hold
2024
Q2
$255K Hold
2024
Q1
$245K Hold
2023
Q4
$222K Buy
2023
Q3
Sell
2023
Q2
$207K Buy