Strait & Sound 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 | $555K | Sell |
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|
2025
Q2 | $524K | Sell |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $460K | Buy |
|