SteelPeak 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
Q3
$11.1M Buy
2025
Q2
$3.51M Buy
2025
Q1
$2.89M Sell
2024
Q4
$9.61M Buy
2024
Q3
$2.65M Sell
2024
Q2
$7.67M Buy
2024
Q1
$5.44M Sell
2023
Q4
$6.61M Buy
2023
Q3
$1.95M Sell
2023
Q2
$12.7M Buy
2023
Q1
$1.99M Sell
2022
Q4
$3.81M Sell
2022
Q3
$15.5M Buy
2022
Q2
$3.45M Sell
2022
Q1
$13.2M Buy
2021
Q4
$12.1M Buy
2021
Q3
$645K Buy
2021
Q2
$356K Sell
2021
Q1
$1.22M Sell
2020
Q4
$3.14M Buy
2020
Q1
Sell
2019
Q4
$3.33M Buy