Paces Ferry Wealth Advisors’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 | $231K | Hold |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $223K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $286K | Sell |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $244K | Hold |
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|
2020
Q3 | $218K | Buy |
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