Oxford 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
Q2 | $7.2M | Buy |
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|
2025
Q1 | $6.44M | Buy |
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|
2024
Q4 | $6.38M | Sell |
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|
2024
Q3 | $6.33M | Sell |
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|
2024
Q2 | $6.25M | Sell |
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|
2024
Q1 | $6.13M | Sell |
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|
2023
Q4 | $7.81M | Sell |
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|
2023
Q3 | $7.12M | Sell |
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|
2023
Q2 | $7.41M | Sell |
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|
2023
Q1 | $6.9M | Sell |
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|
2022
Q4 | $6.5M | Sell |
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|
2022
Q3 | $6.1M | Sell |
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|
2022
Q2 | $8.89M | Sell |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $11.2M | Sell |
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|
2021
Q3 | $10.2M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.39M | Sell |
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|
2020
Q4 | $8.93M | Buy |
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|
2020
Q3 | $7.92M | Hold |
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|
2020
Q2 | $7.3M | Buy |
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|
2020
Q1 | $4.46M | Hold |
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|
2019
Q4 | $5.57M | Buy |
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|
2019
Q3 | $4.87M | Sell |
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|
2019
Q2 | $4.91M | Hold |
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|
2019
Q1 | $4.74M | Buy |
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|
2018
Q4 | $3.5M | Hold |
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|
2018
Q3 | $4.06M | Hold |
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|
2018
Q2 | $3.8M | Buy |
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|
2018
Q1 | $3.29M | Buy |
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