SWP Financial’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
$274K Buy
2025
Q2
$207K Sell
2025
Q1
$250K Sell
2024
Q4
$352K Sell
2024
Q3
$350K Sell
2024
Q2
$337K Hold
2024
Q1
$324K Hold
2023
Q4
$294K Buy