Sovereign Financial Group’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 | $5.29M | Buy |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $4.3M | Buy |
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|
2024
Q3 | $4.14M | Buy |
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|
2024
Q2 | $3.9M | Sell |
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|
2024
Q1 | $4.19M | Sell |
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|
2023
Q4 | $4.08M | Sell |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $4.42M | Buy |
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|
2023
Q1 | $3.93M | Sell |
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|
2022
Q4 | $4.04M | Sell |
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|
2022
Q3 | $4.67M | Sell |
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|
2022
Q2 | $5.32M | Sell |
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|
2022
Q1 | $6.62M | Sell |
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|
2021
Q4 | $7.18M | Buy |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $231K | Buy |
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|
2020
Q4 | $203K | Buy |
|