Strategic Family Wealth Counselors’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 | $3.14M | Sell |
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|
2025
Q1 | $3.11M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $684K | Buy |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $328K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $415K | Hold |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $434K | Buy |
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