Moody Lynn & Lieberson’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 | $832K | Sell |
|
|||||
|
2025
Q2 | $813K | Sell |
|
|||||
|
2025
Q1 | $790K | Sell |
|
|||||
|
2024
Q4 | $832K | Buy |
|
|||||
|
2024
Q3 | $784K | Sell |
|
|||||
|
2024
Q2 | $748K | Sell |
|
|||||
|
2024
Q1 | $769K | Sell |
|
|||||
|
2023
Q4 | $706K | Hold |
|
|||||
|
2023
Q3 | $635K | Hold |
|
|||||
|
2023
Q2 | $658K | Buy |
|
|||||
|
2023
Q1 | $604K | Hold |
|
|||||
|
2022
Q4 | $564K | Buy |
|