Safeguard Investment Advisory Group’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 | $8.49M | Buy |
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|
2025
Q1 | $6.97M | Buy |
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|
2024
Q4 | $6.38M | Sell |
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|
2024
Q3 | $6.4M | Sell |
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|
2024
Q2 | $6.12M | Sell |
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|
2024
Q1 | $5.94M | Sell |
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|
2023
Q4 | $5.57M | Buy |
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|
2023
Q3 | $4.91M | Buy |
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|
2023
Q2 | $4.8M | Sell |
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|
2023
Q1 | $4.63M | Sell |
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|
2022
Q4 | $5.35M | Buy |
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|
2022
Q3 | $4.89M | Buy |
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|
2022
Q2 | $863K | Hold |
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|
2022
Q1 | $863K | Buy |
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|
2021
Q4 | $856K | Buy |
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|
2021
Q3 | $767K | Buy |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $589K | Buy |
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|
2020
Q4 | $516K | Buy |
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