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