Smallwood Wealth Investment 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 | $1.35M | Hold |
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|
2025
Q2 | $1.25M | Hold |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.19M | Hold |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.1M | Hold |
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|
2024
Q1 | $1.06M | Hold |
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|
2023
Q4 | $962K | Buy |
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|
2023
Q3 | $840K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $878K | Hold |
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|
2022
Q4 | $820K | Sell |
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|
2022
Q3 | $809K | Buy |
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|
2022
Q2 | $825K | Hold |
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|
2022
Q1 | $987K | Hold |
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|
2021
Q4 | $1.04M | Buy |
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