Provenance 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 Buy
2025
Q1
$2.45M Hold
2024
Q4
$2.57M Hold
2024
Q3
$2.52M Buy
2024
Q2
$2.34M Buy
2024
Q1
$2.07M Buy
2023
Q4
$1.87M Hold
2023
Q3
$1.68M Buy