Peterson 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
Q3 | $1.41M | Sell |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $571K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $643K | Hold |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $737K | Sell |
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|
2022
Q2 | $841K | Buy |
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|
2022
Q1 | $710K | Sell |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $673K | Buy |
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|
2021
Q2 | $671K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $298K | Buy |
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