MGB 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
Q2
$203K Buy
2025
Q1
$5.14K Hold
2024
Q4
$5.39K Hold
2024
Q3
$5.28K Hold
2024
Q2
$5.15K Hold
2024
Q1
$4.81K Hold
2023
Q4
$4.37K Buy