Stiles Financial Services’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 | $541K | Hold |
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|
2025
Q2 | $502K | Hold |
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|
2025
Q1 | $454K | Hold |
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|
2024
Q4 | $476K | Hold |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $416K | Buy |
|