Sage Financial Management 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
Q3 | $8.86M | Sell |
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|
2025
Q2 | $8.58M | Sell |
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|
2025
Q1 | $8.55M | Sell |
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|
2024
Q4 | $9.06M | Sell |
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|
2024
Q3 | $8.94M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $8.47M | Buy |
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|
2023
Q4 | $7.57M | Sell |
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|
2023
Q3 | $7.21M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.99M | Sell |
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|
2022
Q4 | $7.52M | Buy |
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|
2022
Q3 | $5.81M | Sell |
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|
2022
Q2 | $7.21M | Sell |
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|
2022
Q1 | $8.79M | Sell |
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|
2021
Q4 | $9.31M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $7.46M | Sell |
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|
2020
Q4 | $7.31M | Buy |
|