Navis 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
Q2 | $9.46M | Hold |
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|
2025
Q1 | $8.56M | Hold |
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|
2024
Q4 | $8.97M | Buy |
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|
2024
Q3 | $8.79M | Hold |
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|
2024
Q2 | $8.33M | Hold |
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|
2024
Q1 | $8M | Hold |
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|
2023
Q4 | $7.27M | Buy |
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|
2023
Q3 | $6.54M | Hold |
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|
2023
Q2 | $6.78M | Hold |
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|
2023
Q1 | $6.26M | Buy |
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|
2022
Q4 | $5.23M | Hold |
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|
2022
Q3 | $4.89M | Sell |
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|
2022
Q2 | $5.17M | Buy |
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|
2022
Q1 | $6.19M | Hold |
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|
2021
Q4 | $6.5M | Hold |
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|
2021
Q3 | $5.88M | Hold |
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|
2021
Q2 | $5.86M | Hold |
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|
2021
Q1 | $5.43M | Hold |
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|
2020
Q4 | $5.12M | Buy |
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