SMART 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
$4.4M Sell
2025
Q1
$4.94M Sell
2024
Q4
$8.78M Buy
2024
Q3
$4.91M Sell
2024
Q2
$5.9M Sell
2024
Q1
$5.87M Buy
2023
Q4
$1.1M Buy
2023
Q3
$371K Buy
2023
Q2
$383K Sell
2023
Q1
$370K Sell
2022
Q4
$427K Buy