New Wave 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
$1.88M Hold
2025
Q2
$1.87M Buy
2025
Q1
$1.55M Sell
2024
Q4
$1.83M Buy
2024
Q3
$1.18M Buy
2024
Q2
$524K Buy