Partners in Financial Planning’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
$6.03M Sell
2025
Q1
$5.46M Buy
2024
Q4
$5.72M Sell
2024
Q3
$5.67M Sell
2024
Q2
$5.81M Sell
2024
Q1
$6.02M Buy
2023
Q4
$5.4M Buy
2023
Q3
$4.85M Sell
2023
Q2
$5.04M Sell
2023
Q1
$4.97M Sell
2022
Q4
$4.63M Sell
2022
Q3
$4.86M Buy