TRUE Private Wealth Advisors’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 | $6.94M | Sell |
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|
2025
Q1 | $6.4M | Sell |
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|
2024
Q4 | $7.43M | Sell |
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|
2024
Q3 | $7.41M | Sell |
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|
2024
Q2 | $10M | Sell |
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|
2024
Q1 | $10M | Sell |
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|
2023
Q4 | $13.7M | Sell |
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|
2023
Q3 | $20.5M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $34K | Buy |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $28K | Sell |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $130K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $92K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.19M | Sell |
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|
2018
Q3 | $4.97M | Sell |
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|
2018
Q2 | $4.65M | Sell |
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|
2018
Q1 | $4.49M | Buy |
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|
2017
Q4 | $4.38M | Buy |
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