Sterling Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.91M | Hold |
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|
2025
Q2 | $3.62M | Sell |
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|
2025
Q1 | $3.29M | Sell |
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|
2024
Q4 | $3.49M | Sell |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $3.44M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $7.25M | Buy |
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|
2023
Q3 | $6.35M | Buy |
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|
2023
Q2 | $6.08M | Sell |
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|
2023
Q1 | $5.69M | Buy |
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|
2022
Q4 | $4.62M | Buy |
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