Symphony 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 | $391K | Sell |
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|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $4.25M | Buy |
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|
2024
Q2 | $3.74M | Buy |
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|
2024
Q1 | $3.56M | Sell |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.66M | Buy |
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|
2023
Q2 | $2.67M | Sell |
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|
2023
Q1 | $2.5M | Buy |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $1.8M | Sell |
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|
2022
Q1 | $965K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.92M | Buy |
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