Monterey Private Wealth’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
Q1 | $6.19M | Sell |
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|
2024
Q4 | $6.72M | Sell |
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|
2024
Q3 | $6.98M | Sell |
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|
2024
Q2 | $6.66M | Sell |
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|
2024
Q1 | $6.52M | Sell |
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|
2023
Q4 | $6.02M | Sell |
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|
2023
Q3 | $5.58M | Sell |
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|
2023
Q2 | $6.4M | Sell |
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|
2023
Q1 | $5.93M | Sell |
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|
2022
Q4 | $5.62M | Sell |
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|
2022
Q3 | $5.38M | Buy |
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|
2022
Q2 | $911K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.1M | Hold |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $966K | Buy |
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|
2020
Q3 | $827K | Buy |
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|
2020
Q2 | $749K | Buy |
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|
2020
Q1 | $626K | Sell |
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|
2019
Q4 | $860K | Buy |
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