Oakwell Private Wealth Management’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 | $1.18M | Buy |
|
|||||
|
2025
Q1 | $945K | Buy |
|
|||||
|
2024
Q4 | $911K | Buy |
|
|||||
|
2024
Q3 | $835K | Hold |
|
|||||
|
2024
Q2 | $792K | Hold |
|
|||||
|
2024
Q1 | $761K | Buy |
|
|||||
|
2023
Q4 | $677K | Sell |
|
|||||
|
2023
Q3 | $639K | Buy |
|
|||||
|
2023
Q2 | $632K | Hold |
|
|||||
|
2023
Q1 | $583K | Hold |
|
|||||
|
2022
Q4 | $545K | Hold |
|
|||||
|
2022
Q3 | $509K | Sell |
|
|||||
|
2022
Q2 | $547K | Buy |
|
|||||
|
2022
Q1 | $650K | Sell |
|
|||||
|
2021
Q4 | $690K | Buy |
|
|||||
|
2021
Q3 | $521K | Buy |
|