Occidental Asset 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
Q3 | $2.33M | Buy |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $2.69M | Buy |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $2.55M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $391K | Buy |
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