Sax 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
Q3 | $7.59M | Sell |
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|
2025
Q2 | $7.4M | Sell |
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|
2025
Q1 | $7.5M | Buy |
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|
2024
Q4 | $5.42M | Buy |
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|
2024
Q3 | $4.9M | Buy |
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|
2024
Q2 | $4.58M | Buy |
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|
2024
Q1 | $4.3M | Buy |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $2.29M | Buy |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.44M | Sell |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $1.85M | Buy |
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