Sargent Investment 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 | $319K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $428K | Buy |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $274K | Buy |
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