Principle 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
Q3 | $3.29M | Sell |
|
|||||
|
2025
Q2 | $3.16M | Buy |
|
|||||
|
2025
Q1 | $2.6M | Sell |
|
|||||
|
2024
Q4 | $2.74M | Sell |
|
|||||
|
2024
Q3 | $2.68M | Sell |
|
|||||
|
2024
Q2 | $2.55M | Sell |
|
|||||
|
2024
Q1 | $2.47M | Sell |
|
|||||
|
2023
Q4 | $2.28M | Buy |
|
|||||
|
2023
Q3 | $2.01M | Buy |
|
|||||
|
2023
Q2 | $2.09M | Sell |
|
|||||
|
2023
Q1 | $1.93M | Sell |
|
|||||
|
2022
Q4 | $2.07M | Sell |
|
|||||
|
2022
Q3 | $2.03K | Sell |
|
|||||
|
2022
Q2 | $2.23M | Buy |
|
|||||
|
2022
Q1 | $2.09M | Buy |
|
|||||
|
2021
Q4 | $2.11M | Buy |
|
|||||
|
2021
Q3 | $857K | Buy |
|
|||||
|
2021
Q2 | $851K | Sell |
|
|||||
|
2021
Q1 | $810K | Buy |
|
|||||
|
2020
Q4 | $698K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $114K | Buy |
|