National Wealth Management Group’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 | $2.77M | Buy |
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|
2025
Q2 | $2.07M | Buy |
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|
2025
Q1 | $753K | Sell |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $900K | Hold |
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|
2023
Q2 | $938K | Buy |
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|
2023
Q1 | $853K | Buy |
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|
2022
Q4 | $790K | Hold |
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|
2022
Q3 | $738K | Buy |
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