SFG 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 | $1.16M | Sell |
|
|||||
|
2025
Q1 | $1.08M | Sell |
|
|||||
|
2024
Q4 | $1.25M | Sell |
|
|||||
|
2024
Q3 | $1.27M | Buy |
|
|||||
|
2024
Q2 | $1.15M | Sell |
|
|||||
|
2024
Q1 | $1.18M | Sell |
|
|||||
|
2023
Q4 | $1.11M | Buy |
|
|||||
|
2023
Q3 | $989K | Sell |
|
|||||
|
2023
Q2 | $1.1M | Sell |
|
|||||
|
2023
Q1 | $1.11M | Sell |
|
|||||
|
2022
Q4 | $2.24M | Sell |
|
|||||
|
2022
Q3 | $2.18M | Sell |
|
|||||
|
2022
Q2 | $2.33M | Hold |
|
|||||
|
2022
Q1 | $2.79M | Sell |
|
|||||
|
2021
Q4 | $3.08M | Buy |
|