Mills Wealth Advisors’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 | $737K | Sell |
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|
2025
Q2 | $689K | Buy |
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|
2025
Q1 | $608K | Sell |
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|
2024
Q4 | $696K | Buy |
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|
2024
Q3 | $655K | Sell |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $625K | Sell |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $556K | Sell |
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|
2023
Q2 | $629K | Buy |
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|
2023
Q1 | $575K | Sell |
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|
2022
Q4 | $632K | Buy |
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