Private 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
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.2M | Hold |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $939K | Hold |
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|
2023
Q2 | $973K | Buy |
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|
2023
Q1 | $888K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $251K | Hold |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3.62M | Buy |
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