Safeguard Financial’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
Q1
$5.61M Sell
2024
Q4
$6.14M Buy
2024
Q3
$4.14M Buy
2024
Q2
$3.86M Buy
2024
Q1
$3.13M Sell
2023
Q4
$3.06M Sell
2023
Q3
$2.83M Buy
2023
Q2
$2.31M Buy
2023
Q1
$1.33M Buy
2022
Q4
$911K Buy
2022
Q3
$483K Buy
2022
Q2
$382K Buy
2022
Q1
$404K Buy