O'Connor Financial Group’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 | $26.8M | Buy |
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|
2025
Q2 | $24.4M | Buy |
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|
2025
Q1 | $19.6M | Buy |
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|
2024
Q4 | $18.7M | Buy |
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|
2024
Q3 | $17.2M | Buy |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $13.9M | Buy |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $9.62M | Buy |
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|
2023
Q2 | $9.74M | Buy |
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|
2023
Q1 | $8.41M | Buy |
|