Principle Wealth Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
1,517
+2
| +0.1% | +$377 | 0.02% | 313 |
|
|
2025
Q1 | $279K | Sell |
1,515
-98
| -6% | -$18.1K | 0.02% | 299 |
|
|
2024
Q4 | $298K | Buy |
1,613
+31
| +2% | +$5.72K | 0.02% | 287 |
|
|
2024
Q3 | $302K | Buy |
1,582
+2
| +0.1% | +$381 | 0.02% | 282 |
|
|
2024
Q2 | $278K | Hold |
1,580
| – | – | 0.02% | 286 |
|
|
2024
Q1 | $285K | Buy |
1,580
+175
| +12% | +$31.6K | 0.02% | 290 |
|
|
2023
Q4 | $236K | Buy |
+1,405
| New | +$236K | 0.02% | 304 |
|