Opes 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
Q3 | $1.13M | Hold |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $665K | Sell |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q3 | $585K | Buy |
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|
2024
Q2 | $530K | Hold |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $302K | Buy |
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