Stegner Investment Associates’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
$5.82M Hold
2025
Q1
$5.26M Hold
2024
Q4
$5.52M Hold
2024
Q3
$5.41M Buy
2024
Q2
$4.84M Sell
2024
Q1
$5.03M Hold
2023
Q4
$4.57M Hold
2023
Q3
$4.11M Buy
2023
Q2
$4.26M Hold
2023
Q1
$3.96M Hold
2022
Q4
$3.68M Buy
2022
Q3
$3.3M Hold
2022
Q2
$3.41M Buy
2022
Q1
$4.07M Hold
2021
Q4
$4.28M Sell
2021
Q3
$4.81M Hold
2021
Q2
$4.79M Hold
2021
Q1
$4.44M Hold
2020
Q4
$4.19M Hold
2020
Q3
$3.75M Buy