Modera Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
9,319
+2
+0% +$377 0.02% 269
2025
Q1
$1.72M Buy
9,317
+2
+0% +$368 0.02% 260
2024
Q4
$1.72M Sell
9,315
-423
-4% -$78K 0.02% 260
2024
Q3
$1.86M Sell
9,738
-34
-0.3% -$6.48K 0.02% 239
2024
Q2
$1.72M Buy
9,772
+185
+2% +$32.5K 0.03% 241
2024
Q1
$1.73M Sell
9,587
-121
-1% -$21.8K 0.03% 241
2023
Q4
$1.63M Buy
9,708
+1
+0% +$168 0.03% 238
2023
Q3
$1.44M Sell
9,707
-265
-3% -$39.4K 0.03% 247
2023
Q2
$1.55M Sell
9,972
-168
-2% -$26.2K 0.03% 244
2023
Q1
$1.49M Hold
10,140
0.06% 115
2022
Q4
$1.42M Buy
10,140
+4,640
+84% +$650K 0.06% 120
2022
Q3
$683K Hold
5,500
0.03% 160
2022
Q2
$731K Buy
+5,500
New +$731K 0.03% 166