PFG Private Wealth Management’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 | $3.23M | Buy |
|
|||||
|
2025
Q2 | $457K | Buy |
|
|||||
|
2025
Q1 | $395K | Buy |
|
|||||
|
2024
Q4 | $539 | Hold |
|
|||||
|
2024
Q3 | $528 | Sell |
|
|||||
|
2024
Q2 | $10K | Buy |
|
|||||
|
2024
Q1 | $481 | Sell |
|
|||||
|
2023
Q4 | $1.31K | Hold |
|
|||||
|
2023
Q3 | $1.18K | Sell |
|
|||||
|
2023
Q2 | $24.4K | Sell |
|
|||||
|
2023
Q1 | $23.7K | Buy |
|
|||||
|
2022
Q4 | $19K | Hold |
|
|||||
|
2022
Q3 | $18K | Sell |
|
|||||
|
2022
Q2 | $23K | Buy |
|
|||||
|
2022
Q1 | $27K | Buy |
|
|||||
|
2021
Q4 | $8K | Sell |
|
|||||
|
2021
Q3 | $22K | Buy |
|