MorganRosel Wealth Management’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 | $8.92M | Buy |
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|
2025
Q2 | $7.49M | Sell |
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|
2025
Q1 | $6.79M | Buy |
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|
2024
Q4 | $4.88M | Buy |
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|
2024
Q3 | $4.27M | Sell |
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|
2024
Q2 | $4.05M | Buy |
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|
2024
Q1 | $3.43M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.34M | Sell |
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|
2023
Q2 | $2.44M | Hold |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $552K | Buy |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $558K | Buy |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $461K | Hold |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $385K | Buy |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $329K | Sell |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $301K | Hold |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | $256K | Buy |
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