O'Brien Wealth Partners’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
$3.98M Buy
2025
Q1
$330K Hold
2024
Q4
$346K Buy
2018
Q4
Sell
2018
Q3
$18K Buy
2018
Q2
$2K Hold
2018
Q1
$2K Buy