NewEdge Wealth’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 | $33.5M | Buy |
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|
2025
Q2 | $26.4M | Sell |
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|
2025
Q1 | $24.1M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $16.5M | Buy |
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|
2024
Q2 | $14M | Sell |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $8.3M | Buy |
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|
2023
Q3 | $6.78M | Buy |
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|
2023
Q2 | $6.06M | Buy |
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|
2023
Q1 | $4.68M | Buy |
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|
2022
Q4 | $3.82M | Sell |
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|
2022
Q3 | $4.56M | Buy |
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|
2022
Q2 | $4.75M | Sell |
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|
2022
Q1 | $6.1M | Buy |
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|
2021
Q4 | $5.69M | Buy |
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|
2021
Q3 | $364K | Buy |
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