Soundmark Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.32M | Buy |
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|
2023
Q4 | $5.67M | Sell |
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|
2023
Q3 | $5.49M | Buy |
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|
2023
Q2 | $5.08M | Buy |
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|
2023
Q1 | $4.64M | Buy |
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|
2022
Q4 | $3.79M | Sell |
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|
2022
Q3 | $3.72M | Sell |
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|
2022
Q2 | $4.2M | Sell |
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|
2022
Q1 | $5.99M | Buy |
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|
2021
Q4 | $5.96M | Sell |
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|
2021
Q3 | $9.28M | Buy |
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|
2021
Q2 | $7.39M | Buy |
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|
2021
Q1 | $6.34M | Buy |
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|
2020
Q4 | $4.77M | Buy |
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