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