Physician 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
Q2 | $2.75M | Sell |
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|
2025
Q1 | $2.49M | Buy |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.58M | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.61M | Sell |
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|
2019
Q4 | $2.2M | Sell |
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|
2019
Q3 | $2.13M | Buy |
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