Penn Davis McFarland’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 | $801K | Hold |
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|
2025
Q1 | $725K | Sell |
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|
2024
Q4 | $841K | Hold |
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|
2024
Q3 | $823K | Sell |
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|
2024
Q2 | $818K | Sell |
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|
2024
Q1 | $846K | Sell |
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|
2023
Q4 | $887K | Sell |
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|
2023
Q3 | $1.06M | Hold |
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|
2023
Q2 | $1.1M | Hold |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.82M | Buy |
|