Palo Alto 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
Q3 | $316K | Buy |
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|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $220K | Buy |
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