Monograph 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
Q2 | $4.4M | Buy |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $7.9M | Buy |
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|
2024
Q3 | $2.64M | Hold |
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|
2024
Q2 | $2.5M | Hold |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.76M | Sell |
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|
2023
Q3 | $6.05M | Buy |
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|
2023
Q2 | $927K | Hold |
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|
2023
Q1 | $853K | Sell |
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|
2022
Q4 | $1.16M | Hold |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.36M | Hold |
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|
2021
Q4 | $1.43M | Buy |
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