Regent Peak 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
Q3 | $712K | Buy |
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|
2025
Q1 | $597K | Sell |
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|
2024
Q4 | $629K | Hold |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $614K | Hold |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $605K | Hold |
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|
2023
Q1 | $558K | Hold |
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|
2022
Q4 | $522K | Hold |
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|
2022
Q3 | $489K | Sell |
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|
2022
Q2 | $612K | Buy |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | $220K | Buy |
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