Perfromance Wealth Partners’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
$2.81M Sell
2025
Q1
$2.73M Buy
2024
Q4
$2.71M Sell
2024
Q3
$2.8M Buy
2024
Q2
$2.35M Sell
2024
Q1
$2.35M Hold
2023
Q4
$2.13M Sell
2023
Q3
$2M Sell
2023
Q2
$2.25M Buy
2023
Q1
$2.07M Hold
2022
Q4
$1.93M Buy
2022
Q3
$1.78M Buy
2022
Q2
$1.85M Buy
2022
Q1
$957K Sell
2021
Q4
$1.01M Buy