Refined Wealth Management’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 | $1.2M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $778K | Buy |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $703K | Hold |
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|
2024
Q1 | $676K | Buy |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $414K | Hold |
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|
2022
Q2 | $437K | Buy |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $746K | Buy |
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|
2021
Q3 | $532K | Hold |
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|
2021
Q2 | $530K | Buy |
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