Phoenix Financial’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 | $7.47M | Buy |
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|
2025
Q1 | $6.1M | Sell |
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|
2024
Q4 | $6.89M | Buy |
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|
2024
Q3 | $5.52M | Sell |
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|
2024
Q2 | $6.75M | Buy |
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|
2024
Q1 | $3.57M | Buy |
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|
2023
Q4 | $3.04M | Buy |
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|
2023
Q3 | $2.42M | Buy |
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|
2023
Q2 | $2.48M | Buy |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $2.14M | Hold |
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|
2022
Q3 | $2.04M | Hold |
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|
2022
Q2 | $2.12M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.13M | Sell |
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|
2020
Q4 | $3.31M | Sell |
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|
2020
Q3 | $17.1M | Buy |
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|
2020
Q2 | $7.2M | Sell |
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|
2020
Q1 | $8.5M | Buy |
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|
2019
Q4 | $1.12M | Buy |
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