PCG Wealth 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
Q2 | $682K | Buy |
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|
2025
Q1 | $587K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $456K | Buy |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $414K | Hold |
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|
2023
Q4 | $377K | Hold |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $351K | Hold |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $399K | Buy |
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