Palumbo 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
$500K Buy
2025
Q1
$298K Buy
2024
Q4
$312K Sell
2024
Q3
$315K Buy
2024
Q2
$288K Hold
2024
Q1
$277K Buy
2023
Q4
$251K Buy
2023
Q3
$224K Buy
2023
Q2
$232K Sell
2023
Q1
$245K Buy
2022
Q4
$228K Buy