Pathway Financial 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 | $991K | Hold |
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|
2025
Q2 | $919K | Buy |
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|
2025
Q1 | $822K | Buy |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $807K | Buy |
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|
2024
Q2 | $763K | Hold |
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|
2024
Q1 | $734K | Hold |
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|
2023
Q4 | $667K | Hold |
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|
2023
Q3 | $599K | Hold |
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|
2023
Q2 | $622K | Hold |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $536K | Hold |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $326K | Hold |
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|
2022
Q1 | $390K | Hold |
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|
2021
Q4 | $389K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $29K | Sell |
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|
2018
Q1 | $100K | Hold |
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|
2017
Q4 | $101K | Buy |
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