Schrum Private Wealth Management’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 | $3.99M | Buy |
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|
2025
Q1 | $3.04M | Buy |
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|
2024
Q4 | $3.03M | Sell |
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|
2024
Q3 | $4.57M | Buy |
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|
2024
Q2 | $2.12M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $877K | Buy |
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|
2023
Q2 | $904K | Buy |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $570K | Sell |
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|
2022
Q2 | $636K | Sell |
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|
2022
Q1 | $754K | Sell |
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|
2021
Q4 | $884K | Buy |
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