Trek 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 | $38.9M | Buy |
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|
2025
Q2 | $15M | Sell |
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|
2025
Q1 | $28.4M | Sell |
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|
2024
Q4 | $37.6M | Buy |
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|
2024
Q3 | $34.1M | Sell |
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|
2024
Q2 | $39.5M | Sell |
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|
2024
Q1 | $41.5M | Buy |
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|
2023
Q4 | $36.9M | Sell |
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|
2023
Q3 | $38.9M | Buy |
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|
2023
Q2 | $33M | Buy |
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|
2023
Q1 | $21.6M | Sell |
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|
2022
Q4 | $22.5M | Buy |
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|
2022
Q3 | $231K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $611K | Hold |
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|
2019
Q2 | $611K | Hold |
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|
2019
Q1 | $589K | Sell |
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|
2018
Q4 | $571K | Buy |
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