Strategic Wealth Partners’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 | $1.51M | Buy |
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|
2025
Q2 | $912K | Buy |
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|
2024
Q4 | $943K | Buy |
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|
2024
Q3 | $680K | Buy |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $557K | Sell |
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|
2023
Q4 | $603K | Buy |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $641K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $250K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $86 | Sell |
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|
2019
Q2 | $4.35M | Sell |
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|
2019
Q1 | $5.37M | Buy |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $25K | Sell |
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|
2018
Q1 | $48K | Buy |
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|
2017
Q4 | $24K | Buy |
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