SkyOak 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
Q2 | $2.62M | Buy |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $2.48M | Buy |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $2.23M | Buy |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.77M | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $3.15M | Sell |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $200K | Sell |
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|
2020
Q4 | $2.36M | Sell |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $620K | Buy |
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