SIAP
Sterling Investment Advisors (Pennsylvania)’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
1,028
+63
| +7% | +$35.8K | 0.13% | 120 |
|
|
2025
Q1 | $496K | Sell |
965
-3
| -0.3% | -$1.54K | 0.12% | 123 |
|
|
2024
Q4 | $522K | Buy |
+968
| New | +$522K | 0.13% | 107 |
|
|
2022
Q3 | – | Sell |
-94
| Closed | -$33K | – | 508 |
|
|
2022
Q2 | $33K | Hold |
94
| – | – | 0.01% | 273 |
|
|
2022
Q1 | $39K | Buy |
94
+14
| +18% | +$5.81K | 0.01% | 281 |
|
|
2021
Q4 | $35K | Hold |
80
| – | – | 0.01% | 296 |
|
|
2021
Q3 | $32K | Buy |
+80
| New | +$32K | 0.01% | 304 |
|