OneAscent 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 | $1.55M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $964K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $840K | Buy |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $651K | Buy |
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|
2022
Q1 | $764K | Buy |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $602K | Buy |
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