Morling Financial 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 | $1.09M | Hold |
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|
2025
Q1 | $987K | Hold |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $961K | Hold |
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|
2024
Q1 | $923K | Buy |
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|
2023
Q4 | $804K | Buy |
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|
2023
Q3 | $690K | Sell |
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|
2023
Q2 | $973K | Buy |
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|
2023
Q1 | $643K | Buy |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $443K | Buy |
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