Signature Wealth Management Group’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 | $841K | Buy |
|
|||||
|
2025
Q2 | $738K | Buy |
|
|||||
|
2025
Q1 | $660K | Buy |
|
|||||
|
2024
Q4 | $676K | Sell |
|
|||||
|
2024
Q3 | $666K | Buy |
|
|||||
|
2024
Q2 | $441K | Sell |
|
|||||
|
2024
Q1 | $402K | Hold |
|
|||||
|
2023
Q4 | $386K | Buy |
|
|||||
|
2023
Q2 | $310K | Hold |
|
|||||
|
2023
Q1 | $286K | Hold |
|
|||||
|
2022
Q4 | $267K | Sell |
|
|||||
|
2022
Q3 | $251K | Buy |
|
|||||
|
2022
Q2 | $237K | Buy |
|
|||||
|
2022
Q1 | $248K | Hold |
|
|||||
|
2021
Q4 | $261K | Hold |
|
|||||
|
2021
Q3 | $236K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $71K | Buy |
|
|||||
|
2018
Q2 | $38K | Buy |
|
|||||
|
2018
Q1 | $36K | Buy |
|
|||||
|
2017
Q4 | $25K | Buy |
|