Segment 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
Q3 | $2.48M | Buy |
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2025
Q2 | $2.19M | Hold |
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2025
Q1 | $1.98M | Hold |
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2024
Q4 | $2.08M | Hold |
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2024
Q3 | $2.03M | Hold |
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2024
Q2 | $1.93M | Hold |
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2024
Q1 | $1.85M | Hold |
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2023
Q4 | $1.68M | Buy |
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2023
Q3 | $855K | Hold |
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2023
Q2 | $887K | Sell |
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2023
Q1 | $854K | Buy |
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2022
Q4 | $765K | Sell |
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2022
Q3 | $761K | Hold |
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2022
Q2 | $804K | Sell |
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2022
Q1 | $970K | Sell |
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2021
Q4 | $1.02M | Sell |
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2021
Q3 | $933K | Sell |
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2021
Q2 | $1.56M | Sell |
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2021
Q1 | $1.47M | Buy |
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2020
Q4 | $1.28M | Buy |
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2020
Q3 | $972K | Buy |
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2020
Q2 | $475K | Sell |
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2020
Q1 | $431K | Buy |
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2019
Q4 | $529K | Sell |
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2019
Q3 | $492K | Buy |
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2019
Q2 | $483K | Sell |
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2019
Q1 | $493K | Hold |
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2018
Q4 | $437K | Buy |
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2018
Q3 | $442K | Hold |
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2018
Q2 | $413K | Hold |
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2018
Q1 | $400K | Hold |
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2017
Q4 | $406K | Hold |
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2017
Q3 | $382K | Hold |
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2017
Q2 | $367K | Buy |
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