Schwarz Dygos Wheeler Investment 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 | $848K | Buy |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $590K | Buy |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $339K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.48M | Hold |
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|
2019
Q3 | $1.36M | Hold |
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|
2019
Q2 | $1.35M | Sell |
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|
2019
Q1 | $2.6M | Buy |
|