Steward 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
2023
Q3
Sell
2023
Q2
$554K Buy
2022
Q4
Sell
2022
Q3
$401K Buy
2022
Q2
$422K Hold
2022
Q1
$506K Hold
2021
Q4
$532K Buy