Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.3M | Sell |
|
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $672K | Buy |
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|
2020
Q2 | $575K | Buy |
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|
2020
Q1 | $386K | Buy |
|