Selective 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
$74.9M Sell
2025
Q2
$70.6M Sell
2025
Q1
$61.7M Sell
2024
Q4
$69.6M Sell
2024
Q3
$68.5M Sell
2024
Q2
$68.2M Sell
2024
Q1
$63.8M Buy
2023
Q4
$56.2M Buy
2023
Q3
$48.5M Sell
2023
Q2
$50.4M Buy
2022
Q4
$37.6M Buy
2022
Q3
$25M Buy
2022
Q2
$23.5M Buy
2022
Q1
$4.57M Sell
2021
Q4
$5.08M Buy
2021
Q3
$2.74M Buy
2021
Q2
$1.75M Hold
2021
Q1
$1.62M Sell
2020
Q4
$1.82M Hold
2020
Q3
$1.63M Buy
2020
Q2
$182K Buy
2019
Q4
Sell
2019
Q3
$8K Buy