Simplicity Wealth’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 | $62.4M | Sell |
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|
2025
Q2 | $68.7M | Buy |
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|
2025
Q1 | $48.1M | Buy |
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|
2024
Q4 | $43.3M | Sell |
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|
2024
Q3 | $42.9M | Sell |
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|
2024
Q2 | $55.5M | Sell |
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|
2024
Q1 | $65.3M | Buy |
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|
2023
Q4 | $3.09M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $395K | Buy |
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