Paragon Private 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 | $3.69M | Sell |
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|
2025
Q1 | $3.43M | Buy |
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|
2024
Q4 | $3.59M | Sell |
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|
2024
Q3 | $3.53M | Buy |
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|
2024
Q2 | $2.55M | Sell |
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|
2024
Q1 | $2.68M | Buy |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.95M | Hold |
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|
2023
Q2 | $2.02M | Sell |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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