Safir 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 | $55.4M | Buy |
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|
2025
Q1 | $48.9M | Sell |
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|
2024
Q4 | $51.8M | Sell |
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|
2024
Q3 | $50.8M | Buy |
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|
2024
Q2 | $47.8M | Sell |
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|
2024
Q1 | $47M | Buy |
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|
2023
Q4 | $41.5M | Sell |
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|
2023
Q3 | $37.9M | Sell |
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|
2023
Q2 | $40.2M | Sell |
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|
2023
Q1 | $37.5M | Sell |
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|
2022
Q4 | $36.2M | Sell |
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|
2022
Q3 | $34.1M | Buy |
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|
2022
Q2 | $35.8M | Buy |
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|
2022
Q1 | $41.9M | Buy |
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|
2021
Q4 | $43.4M | Buy |
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|
2021
Q3 | $38.9M | Buy |
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|
2021
Q2 | $38.2M | Buy |
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|
2021
Q1 | $35.1M | Sell |
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|
2020
Q4 | $33.6M | Buy |
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