Moss Adams 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
Q3 | $5.33M | Buy |
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|
2025
Q2 | $4.65M | Buy |
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|
2025
Q1 | $4.15M | Buy |
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|
2024
Q4 | $3.2M | Buy |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $773K | Sell |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $90.7K | Sell |
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|
2023
Q2 | $94.4K | Sell |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $81.5K | Buy |
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